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.
Immediate vs. Deferred Annuities
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
The item most homeowners forget on their home improvement project checklist is insurance.
Do you know where the idea of “retirement” comes from?
Knowing the rules may help you decide when to start benefits.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator demonstrates the power of compound interest.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how much you have the potential to earn during your working years.
Estimate your monthly and annual income from various IRA types.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
$1 million in a diversified portfolio could help finance part of your retirement.
Learn how to harness the power of compound interest for your investments.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
When do you need a will? The answer is easy: Right Now.