Trust and Wealth Management 2024 Mid-Year Review
July 31, 2024 In the 2024 Mid-year Review, Chief Investment Officer Trey Willerson analyzes market and economic trends in the first half of 2024 while assessing significant opportunities and projections for quarters three…
TRB Trust and Wealth Management Rebrand
July 26, 2024 Texas Regional Bank is merging two of its service divisions. Moving forward, the bank’s Trust Division and its Wealth Management Services are rebranding into a single division known as TRB…
What Is a Portfolio Line of Credit
August 29, 2023 When it comes to brokerage accounts, many people think they're only for investing. But did you know there's another advantage to having a brokerage account? It's called a portfolio line…
Estate Planning in Texas
July 7, 2023 What is Estate and Estate Planning? An estate comprises the net worth of your land and real estate, possessions, financial securities, cash, and any other assets you might own. Estate…
The Importance of Having a Trust
June 20, 2023 What is a Trust? A trust designates a third party (a trustee), to hold assets (real estate, vehicles, clothing, jewelry, and other personal belongings or title assets) on behalf of…