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Social Security: By the Numbers Estate Management 101 The Cost of Procrastination

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
  • Agencies
  • 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.

Helpful Content

The History of Retirement

The History of Retirement

Do you know where the idea of “retirement” comes from?

Are Alternative Investments Right for You?

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

When Special Care Is Needed: The Special Needs Trust

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

 

When Life Insurance Becomes Taxable

Life insurance proceeds are generally tax-free. But not in all cases.

5 Things That Seasoned Travelers Are Doing (That You're Not)

A collection of tips from professional travelers.

Insurance Needs Assessment: For Empty Nesters and Retirees

Do your insurance needs stay the same when the nest empties?

A Taxing Story: Capital Gains and Losses

Understanding how capital gains are taxed may help you refine your investment strategies.

How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

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A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Doubling Your Money

This calculator demonstrates the power of compound interest.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

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Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

Emerging Market Opportunities

What are your options for investing in emerging markets?

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

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