2011-2012 Tax Guide

Posted on December 15, 2011 by Richard Suder, CFA, CFP®

A free 2011-2012 Tax Guide for your reference.  Happy Holidays!  Happy Investing!

If you do not take medical/tax/legal advice from anyone other than an MD/CPA/Attorney, you deserve nothing less than a CFA Charterholder and
CFP Practitioner for your finance! (Why Choose a CFA® Charterholder?,
Why Choose a CFP® Practitioner?)  

Thanks for your consideration, business, and referral.

Best Regards,

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

Auri Elan Financial Group
奥瑞伊兰理财集团公司
1185 Washington St Suite 2
Newton, MA 02465
Tel: 617-329-1185
Fax: 617-370-0507
Email: richard.suder@lpl.com
Web: www.aurielan.com

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

Auri Elan - The Spirit of Investing
1185 Washington St Suite 2 Newton, MA, 02465 USA 
 • 617-329-1185
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2012 Outlook, Meeting in the Middle

Posted on December 7, 2011 by Richard Suder, CFA, CFP®

While the last few years have been highlighted with record swings
in market returns and widely oscillating economic data, we expect 2012 will be
less about the fringes and more about the middle. While volatility is likely to
remain elevated, the market and its economic backdrop may begin to migrate from
the extremes — oftentimes even polarized extremes — toward a more normalized
period where investor sentiment, economic activity and the market’s direction
start to move increasingly in alignment.

While moving away from the drastic extremes will be a welcome
environment for whipsawed investors, the center offers its own distinct
challenges and opportunities. The key hurdle for the market in 2012 will be
finding the right balance.

Recently we have experienced a market of extremes. In 2012,
finding a middle ground, or Meeting in the Middle, is going to be key for growth
in the markets and economy. Consumer sentiment, business leaders, policymakers
and geopolitics are going to have significant impact on the investment
environment.

Report: 2012 Outlook, Meeting in the Middle

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Welcome to Auri Elan!

Posted on April 4, 2011 by Richard Suder, CFA, CFP®

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), Insurance, and Estate Planning and Implementation
  • Auri Elan Insurance – An independent insurance agency for your Auto, Home, Life, Health, and Business 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 12,000 financial advisors nationwide as reported in Financial Planning magazine 1996-2010, based on total revenues.

If you do not take medical/tax/legal advice from anyone other than an MD/CPA/Attorney, you deserve nothing less than a CFA Charterholder and CFP Practitioner for your finance!

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

Resources:
 
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MarketWatch MarketPulse

Posted on February 28, 2011 by Richard Suder, CFA, CFP®
  • Delta mulls bid for US Airways: report January 27, 2012
    SAN FRANCISCO (MarketWatch) -- Delta Air Lines Inc. is weighing a possible a takeover bid for US Airways Group , according to a report late Friday in the Wall Street Journal, citing people familiar with the matter. Delta reportedly is working with Goldman Sachs Group and Blackstone Group to determine whether US Airways would make a good fit. Delta has yet to approach US Airways, the Journal's sources said, stressing that this is all at a very preliminary stage. US Airways earlier this week confirmed it is considering a bid for bankrupt AMR Corp. , parent of American Airlines. Delta is also seen as a possible bidder for AMR but has declined to comment on its interest in AMR. Delta, the world's second-largest airline by traffic, acquired Northwest Airlines in 2008. US Airways grew to No. 6 through its meger with American West Airlines in 2005, in a major and apparently ongoing consolidation of the U.S. airline industry. Market Pulse Stories are Rapid-fire, short news bursts on stocks and markets as they move. Visit MarketWatch.com for more information on this news.
  • Latest bank failures take U.S. tally in 2012 to 7 January 27, 2012
    Patriot Bank Minnesota of Forest Lake, Minn., and BankEast of Knoxville, Tenn., were closed by regulators Friday in the sixth and seventh U.S. bank failures of 2012, the Federal Deposit Insurance Corp. said. First Resource Bank of Savage, Minn., will assume all of the deposits of Patriot Bank Minnesota, which had $111.3 million in total assets and $108.3 million in total deposits. U.S. Bank National Association of Cincinnati will assume all of the deposits of BankEast, which had $272.6 million in total assets and $268.8 million in total deposits. The combined hit to the FDIC's deposit-insurance fund will be $108.2 million.Market Pulse Stories are Rapid-fire, short news bursts on stocks and markets as they move. Visit MarketWatch.com for more information on this news.
  • FTC issues complaint to block Omnicare hostile bid January 27, 2012
    SAN FRANCISCO (MarketWatch) -- The Federal Trade Commission late Friday issued a complaint to block Omnicare Inc.'s hostile acquisition of rival long-term pharmacy provider PharMerica Corp. . The agency alleged the combination "of the two largest U.S. long-term care pharmacies would harm competition and enable Omnicare to raise the price of drugs for Medicare Part D consumers and others." After PharMerica rejected a $456 million bid from Omnicare in August, Omnicare took its offer directly to PharMerica shareholders. PharMerica shares fell 11% after hours.Market Pulse Stories are Rapid-fire, short news bursts on stocks and markets as they move. Visit MarketWatch.com for more information on this news.
  • FDIC outlines fourth, fifth bank failures of 2012 January 27, 2012
    LOS ANGELES (MarketWatch) -- The Federal Deposit Insurance Corp. late Friday outlined the fourth and fifth bank closures of the year. The deposits of Tennessee Commerce Bank of Franklin, Tenn. have been assumed by Republic Bank & Trust Co. of Louisville, Ky. Tennessee Commerce Bancorp. is the holding company of Tennessee Commerce Bank. Meanwhile, the deposits of First Guaranty Bank and Trust Co. of Jacksonville, Fla. will be assumed by CenterState Banks Inc.'s CenterState Bank of Florida of Winter Haven, Fla. The total cost for the transactions to the Deposit Insurance Fund will be $498.8 million, according to the FDIC. Market Pulse Stories are Rapid-fire, short news bursts on stocks and markets as they move. Visit MarketWatch.com for more information on this news.
  • FBI search offices of reverse merger adviser: WSJ January 27, 2012
    SAN FRANCISCO (MarketWatch) -- Agents from the Federal Bureau of Investigation searched the offices of New York Global Group, which has advised Chinese companies listing in the U.S. through reverse mergers, the Wall Street Journal reported on its website Friday. James Margolin, an FBI spokesman, told the newspaper that the search was conducted earlier this week in connection with an ongoing investigation but declined to comment on the scope of the probe. Reverse merger is a short-cut method used by some foreign companies to secure U.S. listings by merging with a public shell company rather than go through the more rigorous process of going public.Market Pulse Stories are Rapid-fire, short news bursts on stocks and markets as they move. Visit MarketWatch.com for more information on this news.
  • Fund managers grow more positive on oil prices January 27, 2012
    SAN FRANCISCO (MarketWatch) -- Money managers turned slightly more optimistic about prospects for oil prices, according to data released late Friday by the U.S. Commodity Futures Trading Commission. Net longs, or bets prices will go higher, rose to 204,044 contracts. That is the largest net risk position since Nov. 15, said in a note Tim Evans, an analyst with Citigroup's Citi Futures Perspective. Net longs reached a record of nearly 321,000 contracts in early 2011. Oil rose 1.3% this week.Market Pulse Stories are Rapid-fire, short news bursts on stocks and markets as they move. Visit MarketWatch.com for more information on this news.
  • S&P 500 extends winning run into a fourth week January 27, 2012
    NEW YORK (MarketWatch) -- U.S. stocks on Friday finished mostly lower, with the S&P 500 managing to extend its winning streak into a fourth week, with Wall Street hopeful that Greece would reach a debt-restructuring agreement. "Greece we all know, it's just a matter of getting everyone lined up in terms of getting private investors to take a hair cut," said Owen Fitzpatrick, head of the U.S. equity group at Deutsche Bank. The Dow Jones Industrial Average fell 74.17 points, or 0.6%, to 12,660.46, leaving it down 0.5% for the week, its first weekly drop in four. The S&P 500 shed 2.10 points, or 0.2%, to 1,316.33, but managed to remain 0.1% up from the week-ago close. The Nasdaq Composite added 11.27 points, or 0.4%, to 2,816.55, up 1.1% for the week. Market Pulse Stories are Rapid-fire, short news bursts on stocks and markets as they move. Visit MarketWatch.com for more information on this news.
  • FDA approves Alkermes/Amylin drug Bydureon January 27, 2012
    BOSTON (MarketWatch) -- Partners Alkermes PLC and Amylin Pharmaceuticals announced Friday that the U.S. Food and Drug Administration has approved their drug Bydureon for the treatment of type 2 diabetes. The product is a once-weekly administered version of Amylin's popular diabetes treatment Byetta. Bydureon will also carry a warning advising that it might cause acute pancreatitis or raise the risk of developing a certain type of thyroid cancer. The FDA was expected to decide on whether to approve the drug by Jan. 28. Shares of both companies were halted Friday afternoon pending an announcement.Market Pulse Stories are Rapid-fire, short news bursts on stocks and markets as they move. Visit MarketWatch.com for more information on this news.
  • Oil ends 0.1% lower; gasoline at best since August January 27, 2012
    SAN FRANCISCO (MarketWatch) -- Crude-oil futures ended a seesawing session in the red Friday, pressured by sharp gains for gasoline and losing its fight to end above $100 a barrel. Crude for March delivery declined 14 cents, or 0.1%, to $99.56 a barrel on the New York Mercantile Exchange. February gasoline rallied 8 cents, or 2.8%, to end at $2.93 a gallon on reports of refinery problems, including a shutdown in a ConocoPhillips refinery in New Jersey. That was gasoline's highest settlement since Aug. 3. Market Pulse Stories are Rapid-fire, short news bursts on stocks and markets as they move. Visit MarketWatch.com for more information on this news.
  • Gold ends higher, up 4.1% on week January 27, 2012
    SAN FRANCISCO (MarketWatch) -- Gold futures overcame a weak start to end at a seven-week high on Friday, aided by a lower dollar and safe-haven flows ahead of the weekend and potential for damaging headlines out of the euro zone. Gold for February delivery advanced $5.50, or 0.3%, to settle at $1,732.20 an ounce on the New York Mercantile Exchange. That was gold's highest settlement since Dec. 7 and one that brought gold's weekly gains to 4.1%. Market Pulse Stories are Rapid-fire, short news bursts on stocks and markets as they move. Visit MarketWatch.com for more information on this news.

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MarketWatch Real-time headlines

Posted on February 28, 2011 by Richard Suder, CFA, CFP®

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Morningstar Stock Analyst Notes

Posted on February 28, 2011 by Richard Suder, CFA, CFP®

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Morningstar Articles

Posted on February 28, 2011 by Richard Suder, CFA, CFP®

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