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Wayne Thorp

Wayne A. Thorp, CFA, is senior financial analyst and a vice president at AAII. He is the former editor of Computerized Investing and now oversees the content strategy for AAII. He has written extensively on the topics of technical analysis, quantitative stock selection, stock valuation and analysis and technology. He is the program manager for Stock Investor Pro, AAII's fundamental stock screening and research database programs. Wayne is also on the advisory committees of AAII's Stock Superstars and Dividend Investing newsletters.

Setting up a reasonable and workable investment plan is one of the most important decisions an investor can make. But once that decision is made, an investor’s work is only half done. An equally important task consists of monitoring the portfolio to make sure it is conforming...

Since early November, U.S. stocks have been on an upward trajectory. Between the close on Tuesday, November 8, 2016, and the close on Friday, July 21, the S&P 500 has seen a price gain of 15.6% (excluding dividends). Tech stocks have fared even better, as the Nasdaq Composite...

The aging process can hurt your ability to make proper decisions about your finances. On average, 29.2% of individuals aged 80 to 89 have cognitive impairment. While the aging process affects everyone differently, it is important to protect the investment portfolio you have spent...

In mutual fund investing there are no immutable laws to guide us, as we have in physics. But then again, it’s not professional wrestling either. Some of what follows distills the collective experience of mutual fund investing; some of it has empirical evidence pointing its...

Weekly Market Summary U.S. stocks awoke from their mid-Summer slumber this week. The Dow Jones industrial average hit multiple record highs this week and the S&P 500 hit another new all-time close, too. Meanwhile, tech stocks posted a strong week, too, as the Nasdaq Composite...

This week the second-quarter earnings season kicked off for the stocks in the SSR tracking portfolio. This marks the period when companies report their earnings for operations that fell primarily within the second calendar quarter of the year, although not all companies are reporting...

Last month, U.S. index provider MSCI Inc. announced it would add domestic Chinese equities to its global emerging markets benchmark index. By some estimate, MSCI’s decision to add the “A” shares to its Emerging Markets Index could move as much as $400 billion of...

Many employees think of their 401(k) plan allocations in isolation. But if you are married and your spouse works, you are both likely contributing to employee-sponsored plans. And if that is indeed the case, your allocation approaches should be “married” as well. After...

Weekly Market Summary The U.S. stock market was relatively flat over this holiday-shortened week as gains in financials and a slight rebound in tech stocks were offset by losses in energy stocks as the price of oil continued to decline. Bank stocks have been on the rise over the...

The decision to name a trustee is a complex process that includes weighing and balancing the various factors according to personal preferences and circumstances. A trustee is a person or institution named in a trust agreement to carry out the objectives and follow the terms of...