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Auri Elan - The Spirit of Investing
1185 Washington St Suite 2 NewtonMA02465 USA 
 • 617-329-1185
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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:

  • Driving a Hard Bargain: Fixed Income Trading October 27, 2014
    Senior Trader David LaRusso joins Joel Hefner and J Elder to talk about the role of trading in our fixed income strategies. David discusses how our traders negotiate with dealers, how we measure our fixed income trading cost advantage, and some of the differences between Dimensional’s fixed income approach and traditional active and indexed bond strategies. […]
  • Intelligence on Smart Beta and Low Volatility Strategies September 17, 2014
    Wes Crill from Dimensional's Research department joins Joel Hefner and J Elder to discuss his research on low volatility strategies and various forms of smart beta.
  • Intelligence on Smart Beta and Low Volatility Strategies September 17, 2014
    Wes Crill from Dimensional's Research department joins Joel Hefner and J Elder to discuss his research on low volatility strategies and various forms of smart beta.
  • Dimensional Retirement Plan Services: Defining the Opportunity August 11, 2014
    Vice President Robyn Alcorta and Regional Director Tracy Mitchell join Joel Hefner and J Elder to discuss Dimensional Retirement Plan Services.
  • Portfolio Management: A Balancing Act June 5, 2014
    Joel Schneider, a portfolio manager for equity strategies, describes the role of a PM at Dimensional.

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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.

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Your Finance Deserves Nothings Less

Please check out other videos by Auri Elan. Thanks.

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MarketWatch MarketPulse

  • New York Times reports narrower Q3 loss, expects bigger Q4 drop in ad sales October 30, 2014
    NEW YORK (MarketWatch) -- New York Times reported Thursday a third-quarter loss, including discontinued operations, that narrowed to $12.5 million, or 8 cents a share, from $24.2 million, or 16 cents a share, in the year-earlier period. Excluding non-recurring items, the media company reported per-share earnings of 3 cents, beating the FactSet consensus anal […]
  • U.S. jobless claims rise by 3,000 to 287,000 October 30, 2014
    WASHINGTON (MarketWatch) - Applications for U.S. unemployment benefits rose slightly in late October, but the level of jobless claims continued to point to an improving labor market in which companies are holding onto the workers they already have while slowly beefing up their staffs. Initial jobless claims climbed by 3,000 to 287,000 in the week ended Oct. […]
  • U.S. GDP climbs 3.5% in third quarter October 30, 2014
    WASHINGTON (MarketWatch) - The U.S. economy grew at a 3.5% annual pace in the third quarter, aided by a surge in exports and a big jump in military spending, the government said Thursday. Economists polled by MarketWatch had predicted gross domestic product would expand by a seasonally adjusted 3%. The increase in consumer spending, the main source of U.S. e […]
  • MasterCard's stock rises premarket after profit, sales beat October 30, 2014
    NEW YORK (MarketWatch) -- MasterCard's stock rose 2% in premarket trade Thursday, after the credit-card company reported third-quarter profit and sales that beat expectations. For the quarter ended Sept. 30, earnings rose to $1.02 billion, or 87 cents a share, from $879 million, or 73 cents a share, in the year-earlier period. Acquisitions reduced earni […]
  • Kellogg profit hit by accounting change, cost cuts and lower sales October 30, 2014
    NEW YORK (MarketWatch) -- Kellogg Co. said Thursday it had net income of $224 million, or 62 cents a share, in the third quarter, down from $326 million, or 90 cents a share, in the year-earlier period, weighed down by a cost-cutting program, the impact of mark-to-market accounting and lower sales. Excluding those items, per-share earnings came to 94 cents, […]
  • Greek bond yields surge as political uncertainty reigns October 30, 2014
    NEW YORK (MarketWatch) -- Yields on Greek government bonds jumped on Thursday as the beleaguered European nation attempts to tamp down political risks. The 10-year yield climbed 55 basis points, or more than half a percentage point, to 8.171%. Yields, which rise as prices fall, have been climbing over the past month as the anti-bailout Syriza party gains pop […]
  • Visa's stock rally would add more than 50 points to Dow's price October 30, 2014
    NEW YORK (MarketWatch) -- The Dow Jones Industrial Average might be headed for a triple-digit loss at Thursday's open, if it wasn't for the big premarket rally in Visa Inc.'s stock . The credit-card company reported late Wednesday fiscal fourth-quarter earnings that beat expectations, and the stock is rallying $8.34, or 3.9%, to $223 ahead of […]
  • ConocoPhillips tops profit estimates, affirms margin outlook October 30, 2014
    NEW YORK (MarketWatch) -- ConocoPhillips said Thursday it had net income of $2.7 billion, or $2.17 a share, in the third quarter, up from $2.5 billion, or $2.00 a share, in the same period a year ago. The oil company said adjusted per-share earnings came to $1.29 a share, ahead of the FactSet consensus of $1.19 a share. The company did not provide a revenue […]
  • Altria profit rises above expectations October 30, 2014
    NEW YORK (MarketWatch) -- Altria reported Thursday third-quarter net earnings of $1.397 billion, or 71 cents a share, up slightly from $1.396 billion, or 70 cents a share, in the year-earlier period. Excluding non-recurring items, adjusted per-share earnings came in at 69 cents, topping the FactSet consensus analyst estimate of 68 cents. The cigarette and to […]
  • Avon Products beats profit estimates, buoyed by strength in Europe October 30, 2014
    NEW YORK (MarketWatch) -- Avon Products Inc. said Thursday it had net income of $91.4 million, or 21 cents a share, in the third quarter, after a loss of $5.5 million, or 1 cent a share, in the same period a year ago. Adjusted per-share earnings came to 23 cents, ahead of the FactSet consensus of 16 cents. Revenue fell 8% to $2.138 billion, compared with a F […]

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