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Mark Palmer

Articles by Mark Palmer

Best AI-Powered Investing Tools Right Now (June 2025)

20th June 2025
AI isn’t just hype—it’s reshaping how we invest. From real-time data analysis to automated portfolio rebalancing, artificial intelligence is giving individual investors tools that were once reserved for hedge funds. Whether you’re a hands-on trader or a passive investor looking to optimize returns, AI-powered platforms can help make smarter, faster, more informed decisions. But not […]
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Investing Terms for Beginners: Your Essential Glossary (June 2025)

20th June 2025
Stepping into the world of investing can feel like learning a new language. You’ll encounter terms that sound complex, but understanding them is the first crucial step toward building wealth and making informed decisions. In 2025, the investment landscape is evolving rapidly, with new technologies like AI playing a bigger role. This guide will demystify […]
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Best Stock Screeners for Retail Investors (June 2025)

20th June 2025
Finding the right stocks to invest in isn’t just about luck—it’s about filtering noise, spotting opportunities, and moving quickly. That’s where stock screeners come in. These tools help investors set criteria—like market cap, P/E ratio, dividend yield, technical signals, and even AI-generated forecasts—to narrow down thousands of potential options into a shortlist worth researching. This […]
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The Best Tools for Managing Multiple Investment Accounts (June 2025)

19th June 2025
Managing multiple investment accounts—brokerage, IRAs, 401(k)s, crypto wallets, robo-advisors—can get overwhelming fast. It’s easy to lose track of asset allocation, duplicate holdings, or underperforming funds when your portfolio is spread across different platforms. That’s where aggregation and portfolio tracking tools come in. The best apps help investors gain a unified view of their entire portfolio […]
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7 Must‑Have Apps for Day Traders (June 2025)

19th June 2025
Day trading isn’t investing. It’s short-term, high-stakes speculation where speed, execution, and information matter more than long-term fundamentals. A day trader buys and sells stocks, ETFs, options, or crypto within a single trading day—often within minutes—aiming to profit from rapid price movements. It offers the potential for fast gains but comes with equally fast risk. […]
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Best Dividend Trackers and Portfolio Management Tools (June 2025)

19th June 2025
If you’re investing for income, tracking dividends and managing a portfolio across multiple platforms is no longer optional—it’s essential. Whether you’re focused on yield, growth, or income stability, a reliable tracker helps you stay informed, avoid missed payments, and optimize returns. Below, we review the best dividend tracking and portfolio management tools as of June […]
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Best Apps for Tracking Your Net Worth

18th June 2025
Why track your net worth in 2025? Did you know that using an app to track your net worth can simplify the whole process? If you’ve got more than just a checking account—say investments, a mortgage, or business assets—knowing your net worth isn’t just about curiosity. It’s a clear way to measure financial progress. It […]
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Best Robo-Advisors Compared: Wealthfront vs Betterment vs SoFi

18th June 2025
What is a robo-advisor, and why are people using them in 2025? If you want low-cost investing without managing it all yourself, robo-advisors offer a simple solution. These are automated platforms that build and manage an investment portfolio for you, based on your goals and risk tolerance. They use algorithms to handle things like asset […]
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Top 10 Fintech Tools for Investors (June 2025 Edition)

18th June 2025
Financial technology offers many powerful tools for investors. We've gathered a focused list of 10 top fintech tools for June 2025, highlighting options that genuinely support better investing, without unnecessary complexity. Atom AI: AI-Powered Signals for Active Traders Best For: Active traders and investors who rely on data, seeking rapid, AI-driven insights to inform their […]
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 Best Business Credit Cards for Startups in 2025

13th June 2025
Choosing the best business credit cards for startups in 2025 is simpler once you match the right card to your cash-flow needs, credit profile, and growth plans. This guide lists up-to-date June 2025 offers, real-world use cases, and clear warnings so you can decide fast.   Quick Decision Table If you… Pick this card Need […]
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Finance Monthly is a comprehensive website tailored for individuals seeking insights into the world of consumer finance and money management. It offers news, commentary, and in-depth analysis on topics crucial to personal financial management and decision-making. Whether you're interested in budgeting, investing, or understanding market trends, Finance Monthly provides valuable information to help you navigate the financial aspects of everyday life.

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