Auri Elan - The Spirit of Investing
1185 Washington St Suite 2 NewtonMA02465 USA 
 • 617-329-1185
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College Financial Aid – FAFSA Overview

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


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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”




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 Dimensional Story: Telling Your Story Using Quotes October 18, 2016
    Ben Walker, Head of Client Service and vice president, explains how he turned quotes from Dimensional’s thought leaders into a presentation about the firm’s story.
  • 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.

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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

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

  • Trump to outline first 100 days of his presidency in Gettysburg address Saturday October 22, 2016
    Donald Trump is set to deliver at midday Saturday an address in Gettysburg, Pa., that lays out the priorities he would aim to pursue in the first 100 days after Inauguration Day, should be be elected president on Nov. 8. "Trump will use the historic setting of Gettysburg where the country was saved," a senior campaign source reportedly told Fox New […]
  • U.S. stocks end lower after weak batch of earnings October 21, 2016
    U.S. stocks edged lower on Friday after a weak batch of corporate earnings weighed on the broader market. Travelers Cos. Inc and Verizon Communications weighed on the Dow Jones Industrial Average , sending the blue chip gauge down 16.64 points, or 0.1%, to 18,145.71, despite a strong performance from Microsoft Inc. Meanwhile, the S&P 500 finished essenti […]
  • Fed to vote on plan to collect data on bank bond-trading October 21, 2016
    WASHINGTON (MarketWatch) - The Federal Reserve announced Friday it will vote on a plan to collect data from banks on government-bond trading. The collection of this secondary market data "would allow the U.S. official sector a more complete view of Treasury securities trading in the secondary market," said Fed Gov. Jerome Powell in a prepared state […]
  • Oil futures gain 1% for the week October 21, 2016
    Oil futures finished a bit higher on Friday to gain about 1% for the week amid optimism that major crude producers will reach a firm deal late next month to curb output. Prices have now posted gains for five weeks in a row. December WTI crude , on its first full day as a front-month contract, settled at $50.85, up 22 cents, or 0.4%. Market Pulse Stories are […]
  • DBRS keeps Portugal's credit rating at investment grade October 21, 2016
    Portugal maintained its tenuous hold on investment grade status on Friday after DBRS affirmed the country's credit rating at BBB with a stable outlook. However, DBRS warned that Portugal faces challenges due to significant public sector debt, low economic growth and fiscal pressures. "Although the general government debt ratio peaked in 2014, it re […]
  • Gold futures post a roughly 1% gain for the week October 21, 2016
    Gold futures settled with a slight gain on Friday to tally a weekly climb of roughly 1%. Uncertainty surrounding the U.S. election and the timing of Federal Reserve's next interest-rate hike helped to lift investment interest in the yellow metal despite some strength in the U.S. dollar . December gold rose 20 cents for the session to settle at $1,267.70 […]
  • Several at London City Airport treated for breathing difficulties October 21, 2016
    The London Ambulance Service said Friday it's treated 26 people at London City Airport, and taken two people to the hospital, for difficulty breathing. The London Fire Brigade reported that 500 members of the public and staff were evacuated over reports of an unspecified chemical incident.Market Pulse Stories are Rapid-fire, short news bursts on stocks […]
  • Oil futures little changed as Baker Hughes reports 8th weekly rise in U.S. oil-rig count October 21, 2016
    Oil futures traded little changed Friday after data from Baker Hughes revealed that the number of active U.S. rigs drilling for oil climbed by 11 to 443 rigs this week. That marks an eighth-straight weekly rise for the oil-rig count. The total active U.S. rig count, which includes oil and natural-gas rigs, climbed by 14 to 553, Baker Hughes said. December cr […]
  • Chesapeake's stock swings sharply lower despite analyst upgrades October 21, 2016
    Shares of Chesapeake Energy Corp. turned sharply lower Friday, as upbeat analyst comments about the oil and gas company's analyst day weren't enough support the early gains. Bank of America Merrill Lynch analyst Doug Leggate said the worst for the company appears to have passed, so he raised his rating to neutral from underperform. "Chesapeake […]
  • SEC charges lawyer with insider trading during board meeting October 21, 2016
    The Securities and Exchange Commission charged a lawyer serving on the board of directors of Nashville-based bank holding company Pinnacle Financial Partners with insider trading. The SEC alleges he placed his first order to purchase shares in the potential acquisition target while a board meeting to discuss the transaction was still in progress and then pla […]

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