Broker Check

 

Sit, Stay, Rollover: A Guide to IRA Rollovers 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

Estate Management 101

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

Global and International Funds

Global and International Funds

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

The Good Ship IPO

The Good Ship IPO

The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.

 

Understanding the Basics of Medigap Policies

Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.

Saving on Fitness Center Membership Costs

There are ways to improve your physical fitness without denting your fiscal fitness.

Money that Buys Good Health is Never Ill Spent

It's important to make sure your retirement strategy anticipates health-care expenses.

Social Security: The Elephant in the Room

Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

TIPS for Inflation

If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.

View all articles arrow

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

View all calculators arrow

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

An Inside Look at Retirement Living

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

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

View all presentations arrow

The Business Cycle

How will you weather the ups and downs of the business cycle?

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

Are Alternative Investments Right for You?

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

Let's Chat

It’s never a bad time to speak with your financial advisor about changes in your situation.

Suddenly Single: 3 Steps to Take Now

Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

View all videos arrow