Tri-Star Group is based in Houston, Texas and specializes in marketing fixed income securities. Our success is built on long-standing client relationships based on trust, honesty and quality service.
We help individuals and institutions navigate the bond markets to unlock value. Our traders and investment executives specialize in:
- Mortgage-Backed Securities
- Certificates of Deposit
- Corporate Bonds
- Municipal Bonds
- Structured Products
We offer exceptional execution, settlement and support for all of your fixed income investing needs.
Our guiding principle is the belief that conservatism, combined with innovation in the face of constantly changing economic conditions, is the best path to achieving long-term success.
Investment Challenges of the Affluent Investor
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Certain Uncertainties in Retirement
The uncertainties we face in retirement can erode our sense of confidence.
Mutual Funds vs. ETFs
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy.
Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
It's important to understand how inflation is reported and how it can affect investments.
Retirees traveling abroad need to know that their health insurance travels with them.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate your monthly and annual income from various IRA types.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
There are hundreds of ETFs available. Should you invest in them?
Investors seeking world investments can choose between global and international funds. What's the difference?
What if instead of buying that vacation home, you invested the money?
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
How will you weather the ups and downs of the business cycle?
Women must be ready to spend, on average, more years in retirement than men.