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Joe Lan

author Image Joe Lan is a former financial analyst for AAII.

Articles by this Author


Joe Lan is a former financial analyst for AAII. 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 is a holder of the right to use the Chartered Financial Analyst (CFA) designation.

Articles by this Author

  1. 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

  2. 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

  3. 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

  4. Computerized-investing »

    Skooba Laptop Weekender V.3

    A medium-sized hybrid laptop and carry-on bag.

    January 2013 | Computerized-investing

  5. 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

  6. Computerized-investing »


    A tool to help improve your golf swing.

    December 2012 | Computerized-investing

  7. 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

  8. 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

  9. 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

  10. 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

  11. 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

  12. 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

  13. 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

  14. 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

  15. 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