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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.

For many retirees, health care will likely be their biggest expense. For this reason, it isn’t surprising that 41% of those participating in a recent Voya Financial survey said that their biggest fear about retirement expenses is the cost of health care. However, that same...

A survey conducted by the Transamerica Center for Retirement Studies found women tend to lag behind men in terms of saving and planning for retirement. The organization’s president, Catherine Collinson, called this “concerning” and offered eight suggestions for how women...

In an attempt to limit the impact of fast-trading robots, the New York Stock Exchange (NYSE) is imposing a news embargo for listed companies in the minutes after the market’s 4 p.m. (Eastern) close. According to a Wall Street Journal article, the NYSE, a unit of Intercontinental...

It may not be comforting, but individuals are rewarded over the long term for investing in stocks because stock prices can go up or down. Short-term market volatility and uncertainty creates a risk premium to entice investors to buy and hold stocks. It is important to note, however,...

After a decade of holding interest rates near zero, the Federal Reserve has raised rates three times in a year. While many would agree that the “free money” environment following the financial crisis of 2007-2009 has fueled the stock market to its long bull run, savers...

The primary goal of a rebalancing strategy is to minimize risk relative to a target asset allocation, rather than to maximize returns. It is well documented that a portfolio’s asset allocation is the major determinant of a portfolio’s risk-and-return characteristics (assuming...

Inflation, or the apparent lack, has been a hot topic over the last several months as the Federal Reserve boosts interest rates from near-zero. The Federal Open Market Committee’s July meeting minutes showed policy makers were divided over whether to be cautious over recent...

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...

After experiencing some all-time-low volatility, it appears the U.S. stock market is seeing an uptick in volatility. On July 26, the CBOE Volatility Index, or VIX, widely considered to be Wall Street’s “fear gauge,” fell to its lowest level on record. Leading...

Overloading on debt is expensive. In addition, credit can be an important lifeline in the event of a crisis, and if you have used all your credit, you have removed a valuable cushion of security. Debt is a major hindrance to achieving financial security for many Americans. Here...