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Joe Lan, CFA

Biography:

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.

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

Recent Articles

  • Valuation Ratios: The PEG Ratio

    AAII JOURNAL ● FINANCIAL STATEMENTS,GROWTH INVESTING ● June 2014

  • Creating a Contrarian Screen: The 52-Week Low Formula

    AAII JOURNAL ● COMPUTERIZED INVESTING,INVESTING GURUS ● June 2014

  • Capturing the Fast-Moving Semiconductor Industry

    AAII JOURNAL ● COMPUTERIZED INVESTING ● May 2014

  • Calculating Intrinsic Value With the Dividend Growth Model

    AAII JOURNAL ● FINANCIAL STATEMENTS,DIVIDENDS ● March 2014

  • Tax Preparation Services

    AAII JOURNAL ● COMPUTERIZED INVESTING ● March 2014

  • A New Series: What You Can Expect

    AAII JOURNAL ● GROWTH INVESTING,COMPUTERIZED INVESTING ● March 2014

  • 2013 Stock Screens Review: The Year of the Bulls

    AAII JOURNAL ● INVESTING GURUS,AAII STOCK IDEAS ● January 2014

  • 2013 Stock Screens Review: The Year of the Bulls

    AAII JOURNAL ● INVESTING GURUS,AAII STOCK IDEAS ● January 2014

  • The Top Portfolio Management Software

    AAII JOURNAL ● COMPUTERIZED INVESTING ● October 2013

  • Introduction to Stock Valuation: The Price-Earnings Ratio

    AAII JOURNAL ● FINANCIAL STATEMENTS ● September 2013

  • The Top Comprehensive Websites of 2013

    AAII JOURNAL ● COMPUTERIZED INVESTING ● August 2013

  • Analyzing Mutual Funds: Creating Fund Screens

    AAII JOURNAL ● MUTUAL FUNDS,COMPUTERIZED INVESTING ● July 2013

  • The Top Mutual Fund Screening Services

    AAII JOURNAL ● MUTUAL FUNDS,COMPUTERIZED INVESTING ● July 2013

  • Taking a Qualitative Look at a Prospective Stock's Figures

    AAII JOURNAL ● FINANCIAL STATEMENTS ● May 2013

  • Online Discount Brokers

    AAII JOURNAL ● COMPUTERIZED INVESTING ● April 2013

  • Samsung Galaxy Note II

    AAII JOURNAL ● COMPUTERIZED INVESTING ● March 2013

  • Analyzing Growth Rates

    AAII JOURNAL ● FINANCIAL STATEMENTS,GROWTH INVESTING ● March 2013

  • Tax Preparation Services

    AAII JOURNAL ● COMPUTERIZED INVESTING ● February 2013

  • Skooba Laptop Weekender V.3

    AAII JOURNAL ● COMPUTERIZED INVESTING ● January 2013

  • Creating the Revised Graham Enterprising Investor Screen

    AAII JOURNAL ● INVESTING GURUS,COMPUTERIZED INVESTING ● January 2013

  • Swingbyte

    AAII JOURNAL ● COMPUTERIZED INVESTING ● December 2012

  • Breaking Down ROE Using the DuPont Formula

    AAII JOURNAL ● FINANCIAL STATEMENTS ● December 2012

  • Samsung Galaxy Note

    AAII JOURNAL ● COMPUTERIZED INVESTING ● December 2012

  • Samsung Galaxy S III

    AAII JOURNAL ● COMPUTERIZED INVESTING ● October 2012

  • The Top Online Portfolio Trackers

    AAII JOURNAL ● COMPUTERIZED INVESTING ● October 2012

  • 16 Financial Ratios for Analyzing a Company’s Strengths and Weaknesses

    AAII JOURNAL ● FINANCIAL STATEMENTS,FROM THE ARCHIVES ● September 2012

  • The Top Comprehensive Websites 2012

    AAII JOURNAL ● COMPUTERIZED INVESTING ● August 2012

  • Portfolio Optimization Program Finds Efficient Frontier

    AAII JOURNAL ● COMPUTERIZED INVESTING ● July 2012

  • The Cash Flow Statement: Tracing the Sources and Uses of Cash

    AAII JOURNAL ● FINANCIAL STATEMENTS ● July 2012

  • The Balance Sheet: Assets, Debts and Equity

    AAII JOURNAL ● FINANCIAL STATEMENTS ● May 2012

  • Online Discount Brokers

    AAII JOURNAL ● COMPUTERIZED INVESTING ● April 2012

  • The Income Statement: From Net Revenue to Net Income

    AAII JOURNAL ● FINANCIAL STATEMENTS ● March 2012

  • Comparison: Tax Preparation Services

    AAII JOURNAL ● COMPUTERIZED INVESTING ● February 2012

  • Track Your Finances on a Mac With iBank

    AAII JOURNAL ● COMPUTERIZED INVESTING ● January 2012

  • Introduction to Financial Statement Analysis

    AAII JOURNAL ● FINANCIAL STATEMENTS,FROM THE ARCHIVES ● January 2012

  • The Top Portfolio Management Software

    AAII JOURNAL ● COMPUTERIZED INVESTING ● October 2011

  • The Top Comprehensive Websites 2011

    AAII JOURNAL ● COMPUTERIZED INVESTING ● August 2011

  • The Top Mutual Fund Screening Services

    AAII JOURNAL ● MUTUAL FUNDS ● July 2011

  • Analyzing Stock and Sector Price Momentum

    AAII JOURNAL ● HOT LINKS ● June 2011

  • Online Discount Brokers

    AAII JOURNAL ● COMPUTERIZED INVESTING ● April 2011

  • Tax Preparation Services

    AAII JOURNAL ● COMPUTERIZED INVESTING ● March 2011

  • The Top Comprehensive Websites

    AAII JOURNAL ● COMPUTERIZED INVESTING ● December 2010