Joe Lan

author Image Joe Lan is assistant financial analyst at AAII.

Topics Presented in Speeches: “Introduction to Stock Investor Pro”

Biography:
Joe Lan, CFA, is assistant financial analyst for the American Association of Individual Investors. He writes extensively for Computerized Investing, a quarterly newsletter considered to be the premier publication covering the use of personal computers for financial planning, investment analysis and portfolio management, and he frequently contributes articles for the AAII Journal. He also provides technical support for Stock Investor Pro and serves on the Stock Superstars Report (SSR) and Dividend Investing advisory committees.

Lan is a graduate of Northeastern Illinois University, where he earned a bachelor’s degree with a double major in accounting and finance, and holds a master’s degree in accounting and financial management from the Keller Graduate School of Management. Lan holds the Chartered Financial Analyst (CFA) designation.

Articles by this Author

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Computerized-investing »

Online Discount Brokers
A look at the strengths and weaknesses of the five online discount brokers most used by AAII members.

April 2013 | Computerized-investing
Computerized-investing »

Samsung Galaxy Note II
The Samsung Galaxy Note II continues to push the boundaries of “phablets,” or phones with very large screen sizes.

March 2013 | Computerized-investing
Financial Statements »

Analyzing Growth Rates
Growth can bring more money into a company and drive the stock price higher. Find out how to calculate and analyze growth rates.

March 2013 | Journal
Computerized-investing »

Tax Preparation Services
In-depth reviews of three tax preparation services that provide the best combination of ease-of-use, price and accuracy.

February 2013 | Computerized-investing
Computerized-investing »

Skooba Laptop Weekender V.3
A medium-sized hybrid laptop and carry-on bag.

January 2013 | Computerized-investing
Computerized-investing »

Creating the Revised Graham Enterprising Investor Screen
Creating a more realistic version of the popular Graham Enterprising Investor screen using Stock Investor Pro.

January 2013 | Computerized-investing
Computerized-investing »

Swingbyte
A tool to help improve your golf swing.

December 2012 | Computerized-investing
Computerized-investing »

Samsung Galaxy Note
The Samsung Galaxy Note is designed to be a hybrid between a phone and a tablet, aptly nicknamed by many in the industry as a “phablet.”

December 2012 | Computerized-investing
Financial Statements »

Breaking Down ROE Using the DuPont Formula
The DuPont formula identifies the factors that determine how effectively management is generating profits for shareholders.

December 2012 | Journal
Computerized-investing »

Samsung Galaxy Note
The Samsung Galaxy Note is a unique offering from Samsung. Although it is classified as a phone, it is really designed to be a hybrid between a phone and a tablet, aptly nicknamed by many in the industry as a “phablet.”

November 2012 | Computerized-investing
Computerized-investing »

Samsung Galaxy S III
Samsung's third phone from its Galaxy series gives the iPhone a run for its money.

October 2012 | Computerized-investing
Computerized-investing »

The Top Online Portfolio Trackers
An in-depth look at the best websites for tracking your portfolio’s gains and losses and measuring its performance.

October 2012 | Computerized-investing
Financial Statements »

16 Financial Ratios for Analyzing a Company’s Strengths and Weaknesses
These 16 ratios enable investors to compare the fiscal strength, profitability and efficiency of two or more companies.

September 2012 | Journal
Computerized-investing »

The Top Comprehensive Websites 2012
An in-depth review of the websites that combine the features and functions used most frequently by individual investors, including up-to-the-minute news, portfolio management, simple stock screening capabilities and the availability of fundamental and technical data.

August 2012 | Computerized-investing
Computerized-investing »

Portfolio Optimization Program Finds Efficient Frontier
Testing AAII member David Herron’s optimization program from our Download Library to create efficient portfolios.

July 2012 | Computerized-investing

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