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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:

  • 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.
  • Market Volatility: The Rocky Road October 29, 2015
    In this episode of the Dimensional Insights Podcast, Jim Davis joins Joel Hefner and J Elder to discuss volatility. Jim covers important issues such as the relationship between spikes in volatility and expected returns, low beta strategies, lessons learned from 2008–2009, and how volatility can influence asset allocation.
  • Research beyond Characteristics, Covariances, and Average Returns June 17, 2015
    Jim Davis, vice president and senior member of Dimensional’s Research department, shares insights on his dual role of both teaching and researching at Dimensional. Jim discusses the most important projects he has worked on for advisors the past 17 years and answers the most commonly asked questions he receives from advisors and their clients.
  • The Insurance Evolution April 23, 2015
    Matt Cobb, a vice president in Dimensional’s Institutional group, discusses the different types of insurance available to advisors, how insurance is used for risk management, and why every advisor should consider engaging in a conversation with their clients on this important topic.

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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

  • Apollo Education shares drop after second Calif. subpoena February 5, 2016
    Apollo Education Group Inc. shares declined in the extended session Friday after the parent company of the University of Phoenix said it received a second subpoena from the California attorney general's office. Apollo shares fell 5.2% to $6.59. In addition to a subpoena received in August, Apollo said in a Securities and Exchange Commission filing late […]
  • GoPro rallies after patent licensing deal with Microsoft February 5, 2016
    Shares of GoPro Inc. rose 5% in late trading Friday after Microsoft Corp. announced a patent licensing deal with the wearable camera for certain file storage and other system technologies. Terms were kept confidential. "Microsoft's licensing of personal wearable technologies is seeing strong demand as we partner with companies from all industries t […]
  • U.S. stocks finish lower, post steep weekly losses February 5, 2016
    U.S. stocks sold off on Friday to end the week with steep losses after two straight weeks of gains. Technology shares saw the biggest losses this week with the tech heavy Nasdaq Composite closing down 146.41 points, or 3.3%, at 4,363.14 on Friday and recording a 5.4% weekly loss. On Friday, investors grappled with a jobs report that had a weak headline numbe […]
  • Twitter has suspended more than 125,000 accounts promoting terrorist acts since mid-2015 February 5, 2016
    Twitter Inc. said Friday that it has suspended more than 125,000 Twitter accounts for "threatening or promoting terrorist acts" since the middle of 2015. Most of the tweets were related to ISIS, the company said. Additionally, the company said it had created bigger teams to review reports, which cuts down on response time. "We have already see […]
  • Oil futures finish with a loss of more than 8% for the week February 5, 2016
    Oil futures settled lower on Friday, pressured by the ongoing glut of crude supplies and data pointing to a lack of significant declines in global output. March West Texas Intermediate crude prices fell 83 cents, or 2.6%, for the session to settle at $30.89 a barrel on the New York Mercantile Exchange. For the week, it lost 8.1%, its first weekly loss in thr […]
  • Gold ekes out gain, logs best weekly advamce since August February 5, 2016
    Gold futures tipped higher Friday as U.S. stock markets came under selling pressure, nudging investors into the perceived safety of the yellow metal. April gold closed 20 cents, or less than 0.1% higher, at $1,157.70 an ounce. For the week, gold gained 3.7%, marking its best weekly advance since Aug. 21. Gold had been dipping lower for most of Friday's […]
  • Baker Hughes reports seventh straight weekly decline in U.S. oil rig count February 5, 2016
    Oil prices seesawed between losses and gains after data from Baker Hughes showed that the number of active U.S. oil-drilling rigs edged down for a seventh week in a row. They fell by 31 to 467 as of Friday. The total active U.S. rig count, which includes natural-gas rigs, was down 48 at 571. Compared to last year, the total U.S. rig count has fallen by 885, […]
  • Obama says proposal to tax oil sector won't disrupt economy February 5, 2016
    WASHINGTON (MarketWatch) - The White House proposed $10-a-barrel tax on oil to pay for infrastructure "is not going to be a disruptive factor in terms of the economy" because gas prices should be low for quite some time, President Barack Obama said Friday. In brief remarks in the White House press room, Obama defended the proposal, saying it balanc […]
  • Obama: Republican 'doom and despair tour' not helping economy February 5, 2016
    WASHINGTON (MarketWatch) - President Barack Obama said Friday economic policy must be smart given the headwinds from overseas. In a brief appearance in the White House press room, Obama said his budget to be released on Tuesday will propose to increase spending on education, job training, and investments in clean energy. The president took a few shots at Rep […]
  • Obama to make statement on economy at 12:30 p.m. eastern February 5, 2016
    WASHINGTON (MarketWatch) - President Barack Obama will make a statement about the economy and the January jobs report at 12:30 p.m. Eastern, the White House announced Friday. The announcement comes after nonfarm-payrolls report released Friday showed a decline in the unemployment rate to 4.9%, the lowest since February 2008. Market Pulse Stories are Rapid-fi […]

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