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Auri Elan - The Spirit of Investing
1185 Washington St Suite 2 NewtonMA02465 USA 
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College Financial Aid – FAFSA Overview

For more detailed videos, please visit our “College Financial Aid” section.

References

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Auri Elan Financial is Proud to Offer DFA Funds, Board of Directors include 2013 Nobel Laureate, Prof. Eugene Fama, widely recognized as the “Father of Modern Finance”

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Dimensional Overview

A summary presentation highlighting key aspects of Dimensional’s approach to investing.

A Different Way to Invest

This presentation answers key questions many investors ask and highlights Dimensional’s research-based approach to investing.

Prof. Eugene Fama

Eugene_FamaEugene F. Fama is the principal scholar whose groundbreaking work inspired the founding of Dimensional. Widely recognized as the “Father of Modern Finance,” Professor Fama developed the efficient market hypothesis. He serves on Dimensional’s board of directors and Investment Policy Committee. In this capacity, Professor Fama advises the firm on many of its strategies and is also a frequent speaker at Dimensional conferences and seminars. Professor Fama has written two books and published more than 100 articles in academic journals. His paper “The Cross-Section of Expected Stock Returns,” coauthored with Kenneth R. French, won the 1992 Smith Breeden Prize for the best paper in the Journal of Finance. And his paper “Market Efficiency, Long-Term Returns, and Behavioral Finance” won the 1998 Fama-DFA Prize for the best paper published in the Journal of Financial Economics in the areas of capital markets and asset pricing.
Professor Fama received the Fred Arditti Innovation Award from the CME Center for Innovation in 2007. He was also the first recipient of three major prizes for research in finance: the Deutsche Bank Prize in Financial Economics in 2005, the Morgan Stanley American Finance Association Award for Excellence in Finance in 2007, and the Onassis Prize in Finance in 2009. His other awards include the 1982 Chaire Francqui (Belgian National Science Prize) and the 2006 Nicholas Molodovsky Award from the CFA Institute. He was named a Nobel laureate in Economic Sciences in 2013.Professor Fama was the first elected fellow of the American Finance Association in 2001 and is a fellow of the Econometric Society and the American Academy of Arts and Sciences. He is also an advisory editor of the Journal of Financial Economics, and chairman of the Center for Research in Security Prices at the University of Chicago Booth School of Business.Professor Fama earned a bachelor’s degree from Tufts University, and an MBA and PhD from the University of Chicago Booth School of Business in 1964. He joined the Chicago Booth faculty in 1963. He has been awarded a doctor of law degree from the University of Rochester; a doctor of law degree from DePaul University; a doctor honoris causa from the Catholic University of Leuven, Belgium; and a doctor of science honoris causa from Tufts.

Dimensional Insights:

  • All Things Fixed Income 2016 May 26, 2016
    Senior Portfolio Manager Joe Kolerich discusses the success of Dimensional’s Investment Grade Portfolio, which reached its five-year anniversary this spring. Joe also addresses key fixed income issues.
  • Behavioral Biases: Dealing with the Cramer Effect April 13, 2016
    Vice President Scott Bosworth discusses key concepts from his presentations on investor behavior, including why emotion often overwhelms reason. Scott lays out his thoughts on how to best deal with behavioral biases including regret, recency bias, and speculating vs. investing. Finally, his stories on Sir Isaac Newton and the Cramer Effect provide valuable l […]
  • The Kitchen Sink: Global Premiums, Emerging Markets, Currency, Dividends, and the Fed February 18, 2016
    Gerard O’Reilly returns to share his insight on global markets and examines probabilities of not realizing premiums over a decade and how to set client expectations around premiums. Additionally, recent performance of Emerging Markets and China, how to think about these segments in client allocations, and the effect of currency and the volatility of currency […]
  • The Write Stuff: Ideas for Creating and Maintaining a Client Newsletter December 17, 2015
    Senior Writer Bryan Harris, Joel Hefner, and J Elder discuss best practices for creating a newsletter and how to streamline it going forward. Bryan shares his experiences as a financial writer and newsletter publisher to help advisors think about format, content, and authors.
  • What Value? A 10-Year Reflection of the Value Premium November 23, 2015
    Co-CIO and Head of Research Gerard O’Reilly discusses the realized value premium over the last 10 years and what we should expect going forward. He also addresses smart beta strategies and what investors should look for when selecting a strategy designed to target the dimensions of expected returns.

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Welcome to Auri Elan!

Auri Elan Financial Group (Auri Elan) is an independent full-service wealth management firm specializing in providing comprehensive and objective investment consultation, financial and insurance planning to individual investors, companies, select group of affluent families and entrepreneurs.

Auri Elan was founded on the principles of ELITE - Expertise, Loyalty, Independence, Tenacity, Enthusiasm.

The mission of Auri Elan is to help our clients achieve their financial goals and dreams by providing sound unbiased advice, exceptional personal service, and high quality suitable investments and insurance while working diligently in their best interests at all times.

Auri Elan consists of four divisions:

  • Auri Elan Financial - Investment, Retirement (IRA, Roth, Rollovers), Education (529, Coverdell), and Estate Planning and Implementation
  • Auri Elan Insurance – An independent insurance agency for your Life insurance needs.
  • Auri Elan Retirement Plans – Design, install, and maintain retirement plans (such as 401Ks, SEP, SIMPLE) for companies and small-business owners.
  • Yillionaire Family Office – A multi-family office (MFO) established for families with exceptional wealth.

Auri Elan is affiliated with LPL Financial – nation’s leading diversified financial services companies and the largest independent broker/ dealer supporting more than 13,000 financial advisors nationwide as reported in Financial Planning magazine 1996-2012, based on total revenues.

Please contact us for a complimentary Portfolio and Insurance Review. Thank you for your consideration, business, and referral!

Your Finance Deserves Nothing Less!

Best Regards,

Richard Suder, CFA, CFP®, ChFC, CLU, CRPS, AAMS
President

Auri Elan Financial Group
1185 Washington St Suite 2
Newton, MA 02465
Tel: 617-329-1185
Cell: 617-276-6458
Fax: 617-370-0507
Email: richard.suder@lpl.com
Web: www.aurielan.com

Securities, Financial Planning and Advisory Services offered through LPL Financial. A Registered Investment Advisor, Member FINRA/SIPC.

Resources:
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Your Finance Deserves Nothings Less

Please check out other videos by Auri Elan. Thanks.

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MarketWatch MarketPulse

  • TransDigm shares rise on inclusion to S&P 500 May 27, 2016
    TransDigm Group Inc. shares rose in the extended session Friday after S&P Dow Jones Indices said the aircraft-component maker wil join the S&P 500 Index . TransDigm shares rose 3.9% to $266 after hours. The company will replace Baxalta Inc. , which is being acquired by Shire PLC , after the close on trading on Thursday. Market Pulse Stories are Rapid […]
  • PC Connection acquires IT company Softmart May 27, 2016
    PC Connection Inc. said late Friday it had acquired IT products and services company Softmart. Financial details of the transaction were not disclosed. PC Connection said that Softmart's $200 million in annual revenue is expected to add to earnings. PC Connection shares were unchanged at $23.01 after hours.Market Pulse Stories are Rapid-fire, short news […]
  • Donald Trump says he won't debate Bernie Sanders May 27, 2016
    Donald Trump said Friday he would not debate Bernie Sanders, after the two White House hopefuls talked separately about the idea in recent days. Trump, the presumptive Republican nominee, said in a statement "it seems inappropriate that I would debate the second place finisher." Sanders is challenging Hillary Clinton for the Democratic nomination, […]
  • U.S. stocks close higher for best weekly gains in months May 27, 2016
    U.S. stocks closed slightly higher Friday, turning in their largest weekly gains in months, as Federal Reserve Chairwoman Janet Yellen signaled a rate hike may be justified over the summer. The Dow Jones Industrial Average rose 44.93 points, or 0.3%, to close at 17,873.22, gaining 2.1% for the best weekly performance since March 18. The S&P 500 Index , a […]
  • Oil futures fall for the session, but gain for the week May 27, 2016
    Oil futures settled with a loss on Friday, but gained for the week as traders geared up for the key meeting of major oil producers next week. July WTI crude settled at $49.33 a barrel on the New York Mercantile Exchange, down 15 cents, or 0.3%. Prices, based on the most-active contracts, were up roughly 1.9% from last Friday's settlement, according to F […]
  • Gold settles at 3-month low, down 3.1% for the week May 27, 2016
    Gold futures settled Friday at their lowest level since late February, tallying a weekly loss of about 3.1%, on the back of growing expectations for an interest-rate increase by the U.S. Federal Reserve next month and overall strength in the U.S. dollar. Prices extended their declines ahead of gold's settlement after Fed Chairwoman Janet Yellen said dur […]
  • Weekly U.S. oil-rig count down by 2: Baker Hughes May 27, 2016
    Oil futures continued to trade lower after data from Baker Hughes showed that the weekly number of active U.S. rigs drilling for crude fell by 2 to 316 as of Friday. The total U.S. rig count was unchanged at 404. July crude was at $49.22 a barrel on the New York Mercantile Exchange, down 26 cents, or 0.5%. It was trading at $49.24 before the data.Market Puls […]
  • Viacom isn't serving shareholders as management fights for control: Standard & Poor's May 27, 2016
    Standard & Poor's Global Ratings said on Friday Viacom Inc.'s management and executives are failing shareholders as the legal tug of war for control of the media company continues to reflect poorly on the company and its corporate governance. S&P revised its assessment of the company's management and governance to fair from satisfactor […]
  • Trina Solar downgraded to hold by Deutsche Bank May 27, 2016
    Analysts at Deutsche Bank downgraded Trina Solar Ltd. stock to hold on Friday, saying that while the solar-panel maker enjoys "robust" demand in China and in the U.S., increased pricing pressure could hit margins in the second half of the year. Moreover, the company projections for this year assume growth in the second half that would demand a pick […]
  • Signet Jewelers downgraded at Goldman Sachs on same-store sales concerns May 27, 2016
    Signet Jewelers Ltd. was downgraded to neutral from buy at Goldman Sachs on concerns about the retailer's same-store sales deceleration in April and May. Goldman has taken Signet off of its conviction list after a "disappointing" first-quarter results that included a sales miss. Signet's brands include Kay Jewelers, Zales and Jared. The […]

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