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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

And the Executor Is

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

18 Years Worth of Days

18 Years Worth of Days

The average retirement lasts for 18 years. Are you prepared to fill that many days?

Split Annuity Strategy

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.

 

Making Sense Of A Home Warranty

Understanding the value of a home warranty.

When Life Insurance Becomes Taxable

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

Volunteering in Retirement

For many, retirement includes contributing their time and talents to an organization in need.

Please Leave Home Without It

Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.

Don’t Be Your Own Worst Enemy

Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.

Inventorying Your Possessions

Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.

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What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Tax Freedom Day

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

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

5 Smart Investing Strategies

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

Managing Your Lifestyle

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

Investment Strategies for Retirement

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

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Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

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