Wealth Management

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 and four. Read Willerson’s review as he explores “Market Breadth and the Elite 8,” “Equity Market Valuation,” “Inflation and the FED,” and “Government Spending, Deficits, and Interest Rates.”

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Investment and insurance products: NOT FDIC INSURED | MAY LOSE VALUE | NO BANK GUARANTEE

TRB Wealth Management, LLC is a Registered Investment Advisor with the Securities and Exchange Commission

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TRB Wealth Management, LLC does business in the name of TRB Trust and Wealth Management. Trust and Family Office services offered exclusively through Texas Regional Bank. The trust department of Texas Regional Bank has engaged TRB Wealth Management, LLC to provide investment advice to Texas Regional Bank for trust department accounts.

Texas Regional Bank

Texas Regional Bank is a privately owned institution that was founded in South Texas with the goal to bring a locally-owned, relationship style bank back to the communities we serve. TRB is committed to building a relationship with our customers by providing exceptional customer service, financial products, and mobile and online banking.