2025 Q1 Review: Part II – Yields and the Fed
The benchmark US Treasury yield has been unusually volatile, pushing to 4.8% during the first quarter, near its 5% high, then dropping steadily through March, ending the period at 4.2%.…
2025 Q1 Review: Part I – Counter-trend Performance
The trends that have driven portfolio performance over the last two years shifted abruptly in the first quarter. The small group of stocks that we have referred to interchangeably as…
2024 Review: Market Concentration and Valuation
The Elite 8 stocks drove much of the S&P 500’s 2024 gains, highlighting concerns over market concentration and high valuations. As past trends show, extreme valuations can impact long-term returns.…
2024 Review: Yields, the Fed, and Fiscal Uncertainty
Over five years, U.S. Treasury yields have fluctuated due to quantitative easing, deficit spending, and Fed policy. Higher yields boost fixed-income returns but raise borrowing cost concerns. As rates rise despite Fed easing, the bond market’s influence on policy grows.…
2024 Review: Politics, Markets, and the Election
The 2024 election delivered rare clarity, fueling high market expectations despite political and economic challenges. While deregulation and tariffs shape policy, market impacts remain uncertain.…
Trust and Wealth Management 2024 Year End Review
In the 2024 Year-End Review, Chief Investment Officer Trey Willerson provides an in-depth analysis of the key economic and market trends that shaped the past year, offering insights into what…
Post Election Note – Yields
In this Post Election Note, Chief Investment Officer Trey Willerson, highlights the increase in treasury yields following the recent U.S. election. Treasury yields rose by around 80 basis points since the Federal Reserve cut the Federal Funds Rate in September, and Willerson analyzes new market implications and potential fiscal policies under the new administration.…
Loaves & Fishes Hosts TRB’s Trust and Wealth Management
The Loaves and Fishes of the Rio Grande Valley Inc. (Loaves and Fishes) was established in 1991 as a soup kitchen for families in Harlingen. Since their kitchen first opened,…
Trust and Wealth Management 2024 Mid-Year Review
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
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
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
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…