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.Learn More
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.Learn More
We begin each and every relationship by listening. We want to hear your needs for asset growth, income, liquidity, risk tolerance, and tax optimization.Learn More
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.
Will You Pay the AMT?
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
When to start? Should I continue to work? How can I maximize my benefit?
Being healthy not only makes you feel good, it may also help you financially.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how much you have the potential to earn during your working years.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Agent Jane Bond is on the case, infiltrating the world of bonds.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Even low inflation rates can pose a threat to investment returns.
There are things you can do to keep yourself safe when you lose your wallet.