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.
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Eight Mistakes That Can Upend Your Retirement
There are common mistakes you can avoid when saving for retirement.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
How long does a $20 bill last?
For some, the social impact of investing is just as important as the return, perhaps more important.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Tax preparation may be the perfect time to give the household budget a check-up.
A quick look at how federal income taxes work.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator compares the financial impact of leasing versus buying an automobile.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
There are some key concepts to understand when investing for retirement
What does your home really cost?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
If you died, what would happen to your email archives, social profiles and online accounts?
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Women must be ready to spend, on average, more years in retirement than men.
Would you guess that Millennials are effectively saving for retirement? Well, they are.