Morningstar Research Services’ Amy Arnott, portfolio strategist, and Gabe Denis, senior manager research analyst, discuss how the lines are blurring between robo-advisors and traditional financial advisors. Timestamps:What's a Robo-Advisor?Investor Benefits From Robo-AdvisorsDid 2022 Stand Up Against 2023?Tax Loss HarvestingLimitations of Digital Investment AdviceRobo-Advice vs. Human AdviceRobo-Advisor FeesThe Best Robo-Advisors Advisors of 2023Schwab Intelligent PortfoliosFidelity GoVanguard Robo-AdvisorThe Worst Robo-Advisor Read about topics from this episode. The Best Robo-Advisors of 2023What Is a Robo-Advisor?Should You Be Using a Robo-Advisor?Are Robo-Advisors Worth Your Investment? What to watch from Morningstar.Stocks to Consider as the U.S. Pushes to Reclassify Cannabis“Ripped Off” to a “Better Deal” – How Investors Fared Since the Market-Timing ScandalEconomy Outshines ‘Uneventful Earnings'Microsoft Bets Big on AI: What Investors Should Know, Part Two Read what our team is writing:Ivanna HamptonAmy C. ArnottGabriel Denis  Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/Twitter: https://twitter.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/

In today’s episode, Morningstar Inc’s investment specialist Susan Dziubinski highlights three dividend stocks, while Kristoffer Inton, consumer equity strategist at Morningstar Research Services, talks all the latest developments in the cannabis space.Salesforce Soared Among the CloudsUnited Auto Workers Vote to Approve a StrikeBest Buy’s Better Q2Cannabis Stocks Slow Growth  HHS Recommends Rescheduling Cannabis   Canadian Cannabis Companies Cannabis Stocks Look Cheap Cannabis Stock Outlook  Read about topics from this episode.  Salesforce Earnings: Strong Margins, Share Buybacks, CRPO Growth Drive Good QuarterUAW Strike Likely at Stellantis, and Striking All the Detroit Three at Once Is PossibleBest Buy Earnings: Solid Quarter Overshadowed by Weak Industry Environment; Shares Remain CheapCannabis Shares Rally On Recommendation for Less Stringent Prohibition What to watch from Morningstar.Economy Outshines ‘Uneventful Earnings'Microsoft Bets Big on AI: What Investors Should Know, Part TwoMicrosoft Bets Big on AI: What Investors Should Know, Part OneInterest-Rate Forecast: What’s Next? Read what our team is writing:Ruth SaldanhaKristoffer IntonSusan DziubinskiDave Sekera  Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/Twitter: https://twitter.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/ 

In today’s episode, Russ Kinnel, director of manager research for Morningstar Research Services, talks about the 2003 mutual fund scandal that resulted in allegations of market-timing and late trading. He also discusses increased transparency and lessons for investors. Timestamps:00:44 Will Investors Try Birkenstock on For Size?02:04 NVIDIA’s Sky-High Performance03:32 Mutual Fund Scandal’s 20th Anniversary22:19 5 Stocks to Sell Before Labor Day Read about topics from this episode.  Birkenstock IPO: Will Investors Find the Price Uncomfortable?After Nvidia Stock’s Huge Rally, 6 Key Things to Watch in Q2 EarningsAfter Earnings, Is Nvidia Stock a Buy, a Sell, or Fairly Valued?The 5 Biggest Mutual Fund Rating Upgrades of 20233 High-Dividend Stocks to Avoid5 Stocks To Buy as Q2 Earnings Season Wraps Up What to watch from Morningstar.Economy Outshines ‘Uneventful Earnings'Microsoft Bets Big on AI: What Investors Should Know, Part TwoMicrosoft Bets Big on AI: What Investors Should Know, Part OneInterest-Rate Forecast: What’s Next? Read what our team is writing:Ivanna HamptonRussel KinnelDavid Sekera Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/Twitter: https://twitter.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/

Episode notes: In today’s episode, Tom Lauricella, Morningstar Inc’s chief markets editor, talks about the strong economy and where investors can find some opportunities.Timestamps:Earnings Season TrendsApple and Amazon EarningsWhat Did We See from the Banks in Q2?Key Trends and the U.S. Economy Will There Be a Recession? Inflation TrendsFed and Interest Rates OutlookStock Market OutlookNear-Term Stock OutlookWhat Headwinds Could the Stock Market Face?Takeaways forrom 2023 Read about topics from this episode. July Jobs Report Suggests Economy on Track for ‘Immaculate Disinflation’Markets Brief: Is the Stock Rally Broadening?July CPI Report Cements Improved Inflation Picture5 Stocks To Buy as Q2 Earnings Season Wraps UpThe Stock Market Is Now Fairly Valued. Here’s What to Do Next. Subscribe to Smart Investor! [IH1] What to watch from Morningstar.Microsoft Bets Big on AI: What Investors Should Know, Part TwoMicrosoft Bets Big on AI: What Investors Should Know, Part OneInterest-Rate Forecast: What’s Next?What To Do With Your Cash Right Now  Read what our team is writing:Ivanna HamptonTom Lauricella Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/Twitter: https://twitter.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/@Jessica Bebel Nice touch! Thanks for including. [IH1]

In this two-part episode, Dan Romanoff, a senior equity analyst for Morningstar Research Services, talks about Microsoft’s AI advantage and its closest competition. Timestamps:Big Tech and AIWhat Gives the More Established Companies an Edge?Small Companies and AIWhat’s Next for Microsoft and AI?How to Integrate AIWill People Have to Pay to Interact With for Artificial Intelligence?AI Hype vs. AI RealityWill Google Be Next to Lead the AI Race? The Chase in the AI RaceMicrosoft Stock Outlook Read about topics from this episode. After Earnings, Is Microsoft Stock a Buy, a Sell, or Fairly Valued?Microsoft and AI: Believe the Hype?Microsoft Earnings: Solid Performance, With Azure Strength Offset by Margin Pressure in 2024Before Investing in AI Stocks, Consider ThisMicrosoft Stock vs. Alphabet Stock: Which Is a Better Buy? What to watch from Morningstar.Interest-Rate Forecast: What’s Next?What To Do With Your Cash Right NowNasdaq 100 Rebalance: What It Means for Your PortfolioHiring a Financial Advisor? Honesty Counts (With Yourself, Too)  Read what our team is writing:Ivanna HamptonDan Romanoff Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/Twitter: https://twitter.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/