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 that of clients.
Budgeting and Planning
Mint is a personal finance app that allows you to see all your accounts in one place. It also has helpful budgeting features integrated.
Acorns helps you invest spare change, invest while you bank, earn bonus investments, grow your knowledge and more.
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.