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.
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
Insurance Needs Assessment: When You're Newly Married
Marriage changes everything, including your insurance needs.
Insurance Needs Assessment: Married With Children
When you’re married and have children, insurance needs will be different.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
At what point can you call a personal vehicle commercial?
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator shows how inflation over the years has impacted purchasing power.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
Estate conservation is too important to put off. Do you have a smart exit strategy?
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
There’s an alarming difference between perception and reality for current and future retirees.
What is your plan for health care during retirement?
How does your ideal retirement differ from reality, and what can we do to better align the two?
Why are 401(k) plans, annuities, and IRAs so popular?