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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.

As of the end of September, the S&P 500 had posted a total return of 10.6%, already more than the annual historical average of 10.2% from 1926 through 2017, according to Ibbotson Associates/Morningstar. So perhaps what happened in October shouldn’t have come as much of...

It is getting easier for investors to incorporate their personal values into their portfolios and to do so in a diversified, low-cost and tax-efficient manner. This approach, traditionally known as socially responsible investing, is increasingly being referred to as environmental,...

Depending on who you ask, the near-record-low interest rates of the last decade have either been a blessing or a curse. If you are a borrower, for things such as mortgages, car loans, credit card debt, etc., the low rates have been good. If you are a saver, however, the low interest...

Competition is usually associated with lower prices. The exact opposite pattern is occurring within the mutual fund industry. Expense ratios for U.S. domestic equity funds operating in more competitive market segments “charge significantly higher annual expense ratios than funds...

Financial planning is a process that is tackled by many individual investors quite successfully on their own. But some individuals prefer to have someone else perform the task. The question then arises: How do you find a financial planner? The selection of a financial planner is...

Covering the stock market as a broadcaster and columnist has given Dick Davis a unique perspective on the market—and investor behavior. Although these insights are over 30 years old, many of them are just as valid today as they were in 1984. Thoughts on How Adverse News Affects...

President Trump has been waging a one-sided war of words against the Federal Reserve in recent weeks. Last week’s statement that the Federal Reserve is “my biggest threat” was the latest in a series of negative comments directed at the central bank. “Because...

Saving 15% of income for retirement is a common rule of a thumb. The actual number depends on the amount of replacement income needed, when the worker starts saving for retirement and when he or she plans to retire, according to the Center for Retirement Research at Boston College. The...

A bill filed in both chambers of Congress earlier this month would require six financial institutions and four non-banks to divest business units in an effort known as “too big to fail, too big to exist.” The bills were filed by Sen. Bernie Sanders, I-Vt., and Rep. Brad Sherman,...

Dividend increases are typically met with a positive reaction from investors, while dividend cuts are typically met with a negative reaction. Whether these changes signal positive or negative information, however, depends on the quality of the company and its leverage. Companies...