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Joe Lan

author Image Joe Lan is a financial analyst at AAII.


Articles by this Author

Topics Presented in Speeches: “Introduction to Stock Investor Pro

Biography:

Joe Lan is a financial analyst for AAII. He writes extensively for Computerized Investing, 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 computerized fundamental data and screening program and serves on the Stock Superstars Report (SSR) and Dividend Investing (DI) 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 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 »

    Swingbyte

    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 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

  10. 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

  11. 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

  12. 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

  13. 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

  14. 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

  15. 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