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Integrated Wealth Management
Resources for Young Investors
Get Started with Investing
There are many tools and resources available to assist in the process of budgeting and planning. Below are recommendations from our team based on our own experiences and those of clients.
Budgeting and Planning
In addition to offering a budgeting app, NerdWallet releases monthly “best of” posts with recommendations on savings accounts, credit cards, personal loans, and more.
Acorns helps you invest spare change, invest while you bank, earn bonus investments, grow your knowledge, and more.
CalcXML offers numerous online calculators to help consumers make informed decisions. Results depend on the data you enter and are not a substitute for advice from CCM or any other investment professional.
Important Disclosures
To the extent that any client or prospective client utilizes any economic calculator or similar interactive device contained within or linked to CCM’s website, the client and/or prospective client acknowledges and understands that the information resulting from the use of any such calculator/device is not, and should not be construed, in any manner whatsoever, as the receipt of or a substitute for personalized individual advice from CCM or from any other investment professional.
Each client and prospective client agrees, as a condition precedent to his/her/its access to CCM’s website, to release and hold harmless CCM, its officers, directors, owners, employees, and agents from any and all adverse consequences resulting from any of his/her/its actions and/or omissions which are independent of his/her/its receipt of personalized individual advice from CCM.