For more than 36 years Mutual Trust has No matter how challenging market conditions may be, Mutual Trust commits people, technology Let Mutual Trust Show you Alternatives

Income

Currently, nothing seems more difficult than receiving a dependable stream of tax-advantaged income. Low interest rates, high taxes, and market volatility are a few of the many challenges facing today’s investors.

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Growth

Unlike any other profession, the performance of financial services professionals is quantifiable. At Mutual Trust, we believe that if you are a growth oriented investor you should demand results.

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Relationships

We begin each and every relationship by listening. We want to hear your needs for asset growth, income, liquidity, risk tolerance, and tax optimization.

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Mutual Trust Company Of America Securities

Because You Deserve Excellence

Mutual Trust commits people, technology and innovative ideas to help make your dreams become a reality. When you choose a Mutual Trust representative, you're entering into a personal long-term relationship, which will endure throughout good markets and despite bad. We take the time to thoroughly understanding who you are, how you think and what matters most to you. We believe that combining our experience with your priorities is the key to protecting you and your vision of the future.

For more than 36 years Mutual Trust has helped investors achieve their financial goals. No matter how challenging market conditions may be Mutual Trust has a solution. Our single purpose is to help you successfully achieve your financial goals.

 

Helpful Content

Types of Stock Market Analysis

Types of Stock Market Analysis

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What to Do When You Lose Your Wallet

There are things you can do to keep yourself safe when you lose your wallet.

Keep Your Umbrella Handy

Keep Your Umbrella Handy

Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.

 

How to Appeal Your Property Taxes

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Estate Management Checklist

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Can Group, Private Disability Policies Work Together?

Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.

The Investment Risk No One’s Ever Heard Of

You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.

Investment Challenges of the Affluent Investor

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Your Emergency Fund: How Much Is Enough?

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Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Saving for Retirement

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

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.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Saving for College

This calculator can help you estimate how much you should be saving for college.

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Protecting Those Who Matter Most

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

5 Smart Investing Strategies

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

Investment Strategies for Retirement

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

Principles of Preserving Wealth

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

Long-Term-Care Protection Strategies

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

Managing Your Lifestyle

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

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Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

Raise Your Retirement Income

Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

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