Auri Elan Financial is Proud to Offer DFA Funds to Clients




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.

Dimensional Insights:

Auri Elan - The Spirit of Investing
1185 Washington St Suite 2 NewtonMA02465 USA 
 • 617-329-1185
Posted in General | Leave a comment

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

Auri Elan Financial Group
1185 Washington St Suite 2
Newton, MA 02465
Tel: 617-329-1185
Cell: 617-276-6458
Fax: 617-370-0507

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

Posted in General | Leave a comment

Your Finance Deserves Nothings Less

Please check out other videos by Auri Elan. Thanks.

Posted in Video | Leave a comment

MarketWatch MarketPulse

  • Hong Kong stocks slip, as earnings dominate trade August 28, 2014
    LOS ANGELES (MarketWatch) -- Hong Kong stocks moved between small gains and losses early Friday, while Shanghai shares nosed a little higher, with earnings results front and center in both markets. Hong Kong's Hang Seng Index [s; HK:HSI] was down 0.1% about 5 minutes into trading, after the benchmark fell 0.7% a day earlier, while the Shanghai Composite […]
  • Australia stocks flat, but Qantas, Toll rally August 28, 2014
    LOS ANGELES (MarketWatch) -- Australian stocks meandered around the break-even line early Friday, with the S&P/ASX 200 little changed as the tail end of earnings season and other news guided shares. National Australia Bank Ltd. was in the spotlight, its shares up 0.9% on plans to sell a minority stake in its U.S. unit -- Great Western Bank -- through an […]
  • Japan stocks slip lower after data, but Softbank up August 28, 2014
    LOS ANGELES (MarketWatch) -- Japanese blue chips sat a little softer Friday morning as investors digested a large feast of economic data, with the yen [s; USDYEN] little changed from its level the previous day. The Nikkei Stock Average was down 0.2%, off its early low but nonetheless extending Thursday's 0.5% loss. The Topix fared better, however, tradi […]
  • Japan industrial output inches up; retail sales gain August 28, 2014
    LOS ANGELES (MarketWatch) -- The second tranche of Japanese data out Friday showed some mild improvement in the retail sector and a lackluster performance for industrials. Industrial output for July rose 0.2%, swinging to a gain from June's 3.4% drop but still trailing expectations for a 1.2% gain, as forecast by a Wall Street Journal survey of economis […]
  • Japan consumer spending weak, but other data as expected August 28, 2014
    LOS ANGELES (MarketWatch) -- The first part of Japan's economic data festival on Friday showed July consumer spending down sharply and unemployment just a little higher, but inflation in line with forecasts. Spending by housholds of two or more people fell a sharper-than-expected 5.9% in July compared to a year earlier, accelerating its downtrend from a […]
  • Obama asks for 'range of options' to counter Islamic State August 28, 2014
    WASHINGTON (MarketWatch) -- President Barack Obama on Thursday said he'd asked his advisers to prepare a "range of options" to confront the militant group Islamic State. Speaking at the White House, Obama said the U.S. needs partners to "degrade" the group over the long term. Separately, Obama blamed Russia for aggression in Ukraine […]
  • Joan Rivers rushed to New York hospital August 28, 2014
    Comedian Joan Rivers, 81, has been rushed to Mount Sinai Hospital in New York after she reportedly stopped breathing during a vocal-cord surgery at a nearby clinic, according to Reuters. She is said to be in stable condition. The comedian stars on the E! celebrity fashion show "Fashion Police." Market Pulse Stories are Rapid-fire, short news bursts […]
  • T-Mobile shares rally after reports Deutsche Telekom is willing to sell its stake August 28, 2014
    NEW YORK (MarketWatch) -- Shares of T-Mobile US rallied 2.7% after reports surfaced that Deutsche Telekom was willing to negotiate a sale of its U.S. unit for $35 a share or more. Deutsche Telekom, which owns 67% of T-Mobile US, discussed the U.S. mobile carrier's valuation at a strategy meeting Thursday in Berlin, Bloomberg reported, citing a person wi […]
  • Indirect bidders take home nearly half of 7-year notes at Treasury auction August 28, 2014
    NEW YORK (MarketWatch) -- The Treasury Department sold $29 billion in 7-year notes Thursday at a yield of 2.045%, the lowest yield since May's auction. Bidders offered to buy 2.57 times the amount of debt sold, compared to an average of 2.56 times over the previous four sales. Indirect bidders, a group that includes foreign central banks, bought 48.8% o […]
  • Apple confirms date for Sept. 9 company event August 28, 2014
    SAN FRANCISCO (MarketWatch) -- Apple Inc. on Thursday confirmed the company will hold a special event on Sept. 9, which is believed to involve the debut of the so-called iPhone 6 and iWatch. Apple sent invitations to media members to the event slated for the Flint Center for the Performing Arts in Cupertino, Calif., where Apple is headquartered. Apple shares […]

Posted in News | Leave a comment

MarketWatch Real-time headlines

Posted in News | Leave a comment

Morningstar Stock Analyst Notes

Posted in News | Leave a comment

Morningstar Articles

Posted in News | Leave a comment