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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Financial Statements »

The Cash Flow Statement: Tracing the Sources and Uses of Cash
The cash flow statement links the balance sheet and the income statement, showing how a company generated and spent its cash.

July 2012 | Journal
Financial Statements »

The Balance Sheet: Assets, Debts and Equity
The balance sheet provides a snapshot of a company’s assets and liabilities at a certain point in time and gives insight into a company’s financial strength.

May 2012 | Journal
Computerized-investing »

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

April 2012 | Computerized-investing
Financial Statements »

The Income Statement: From Net Revenue to Net Income
The income statement shows a company’s sales, expenses and profits. Learn how to analyze the income statement and spot important trends.

March 2012 | Journal
Computerized-investing »

Comparison: Tax Preparation Services
If you are one of the many who dread the arrival of April 15, fear not; this article can help you find a service to sort through all of the tax implications of your 2011 finances.

February 2012 | Computerized-investing
Computerized-investing »

Track Your Finances on a Mac With iBank
A look at a personal finance program designed for the Mac and capable of syncing with mobile devices.

January 2012 | Computerized-investing
Financial Statements »

Introduction to Financial Statement Analysis
The first article in this new series explains what the income statement, balance sheet and cash flow statement are and how they are interconnected.

January 2012 | Journal
Computerized-investing »

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

October 2011 | Computerized-investing
Computerized-investing »

The Top Comprehensive Websites 2011
An in-depth review of the investing websites that are the best one-stop shops, offering detailed fundamental data on stocks, mutual funds and ETFs as well as portfolio monitoring and screening capabilities.

August 2011 | Computerized-investing
Computerized-investing »

The Top Mutual Fund Screening Services
An in-depth looks at the best software and websites for screening the universe of mutual funds.

July 2011 | Computerized-investing
Hot Links »

Analyzing Stock and Sector Price Momentum
These charting and ETF sites can help you analyze stock and sector price momentum.

June 2011 | Journal
Computerized-investing »

Online Discount Brokers
An in-depth look at the services offered at the five online discount brokers most used by AAII members.

April 2011 | Computerized-investing
Computerized-investing »

Tax Preparation Services
Online services provide an easy way to prepare and file your tax returns, plus they have systems in place to double-check your work.

March 2011 | Computerized-investing
Computerized-investing »

The Top Comprehensive Websites
An in-depth look at the three best websites where a range of information and tools for the individual investor are offered in one location.

December 2010 | Computerized-investing

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