Joe Lan, CFA

Financial Analyst, AAII

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.

Recent Articles by Joe Lan

Creating a Contrarian Screen: The 52-Week Low Formula

June 21, 2014

A discussion of Luke Wiley’s approach to stock-picking and how to build a screen using his five filters.

Capturing the Fast-Moving Semiconductor Industry

May 17, 2014

Discussing the trends in semiconductor stocks and the key factors to consider when analyzing firms in the industry.

A New Series: What You Can Expect

March 15, 2014

Our new Tracking the Tech Sector series is aimed at researching and analyzing the industries and companies of the technology sector. Here’s what it will be offering.

Tax Preparation Services

March 15, 2014

Three services that should be more than enough to assist in completing tax forms and filing taxes. Plus, they offer various levels of service for investors in different situations.

The Top Portfolio Management Software

October 05, 2013

How to use the best software programs for portfolio management to monitor investments and produce reports.

The Top Comprehensive Websites of 2013

August 2013

Our yearly review of the top comprehensive financial websites features a new entry.

The Top Mutual Fund Screening Services

Third Quarter 2013

An in-depth look at the best programs and websites for filtering a universe of mutual funds down to a manageable list.

Analyzing Mutual Funds: Creating Fund Screens

July 06, 2013

What you need to know to build effective screens for locating mutual funds that fit your criteria.

Online Discount Brokers

Second Quarter 2013

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

Samsung Galaxy Note II

March 2, 2013

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