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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.

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:

  • 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.
  • 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.
  • Getting to the Point March 5, 2015
    Marlena Lee joins Joel Hefner and J Elder to discuss the valuable lessons she learned from working with Professor Fama, the research she has done at Dimensional and how it helps advisors, and the conversations she has with clients about globally diversified portfolios.
  • Getting to the Point March 5, 2015
    Marlena Lee joins Joel Hefner and J Elder to discuss the valuable lessons she learned from working with Professor Fama, the research she has done at Dimensional and how it helps advisors, and the conversations she has with clients about globally diversified portfolios.

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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

  • Asia stocks: Latest quotes July 3, 2015
    Here are the latest trading levels for Asia's major stock markets: Tokyo (Nikkei Average ) up 0.1% ; Hong Kong (Hang Seng Index ) down 0.1% ; Shanghai (Shanghai Composite Index ) down 1.6% ; Sydney (S&P/ASX 200 ) down 1% ; Seoul (Kospi ) down 0.3% ; Mumbai (Sensex ) up 0.5% ; Taipei (Taiex ) down 0.4% Market Pulse Stories are Rapid-fire, short news […]
  • China stocks hammered again as confidence melts July 3, 2015
    HONG KONG (MarketWatch) -- Chinese stocks tumbled further Friday morning amid a fresh wave of panic selling, as a flurry of recently released measures by the Chinese government and the central bank failed to bolster investor confidence. The Shanghai Composite Index plunged 6.9% to 3,645, adding to the previous day's 3.5% fall. The benchmark index has su […]
  • Australian stocks turn lower, with resource shares weak July 3, 2015
    Australia stocks took a turn for the worse in early Friday trading, with the S&P/ASX 200 down 1.1% a half-hour into the session, wiping out most of the benchmark's 1.4% gain the day before. Resource names fell broadly, tripping over weaker commodity prices, including a significant pullback for iron ore (sending Fortescue Metals Group Ltd. down 3.8% […]
  • Japan blue-chip stocks slip as Fast Retailing weighs on market July 3, 2015
    Japanese blue-chip stocks slipped in early Friday trade as a slightly firmer yen helped to grease the skids. The Nikkei Average was down 0.3% in the first 20 minutes, underperforming the broader Topix's 0.1% gain, as shares of Fast Retailing Co. -- the Nikkei's top-weighted component -- fell 2.9% after reporting a surprise double-digit drop for Jun […]
  • U.S. stocks end second straight week with losses July 2, 2015
    U.S. stocks ended a holiday-shortened week with losses, as investors grappled with uncertainty hanging over a Greece referendum due on Sunday. The main indexes were little changed on a daily basis, with the trading session muted amid low volumes. The S&P 500 ended 1 point lower at 2,076.27 and recorded a 1.2% loss over the week. The Dow Jones Industrial […]
  • Rafael Nadal loses in second round of Wimbledon July 2, 2015
    Rafael Nadal lost in the second round of Wimbledon on Thursday to a player ranked 102nd in the world. Dustin Brown of Germany beat the Spaniard, a two-time Wimbledon tennis champion, 7-5, 3-6, 6-4, 6-4. Brown turned pro in 2002 and has a career match record of 32-56. Brown will meet Viktor Troicki of Serbia, ranked 24nd in the world, in the third round.Marke […]
  • Greek prime minister won't resign if Greeks vote 'yes' at referendum July 2, 2015
    Greek Prime Minister Alexis Tsipras said Thursday in an interview on Greek television that he will remain in office and sign a deal with the country's creditors if Greeks 'yes' in Sunday's referendum. But he assured Greeks that a 'no' vote would allow him to fly to Brussels and sign a deal the next day. Earlier Thursday, Greek F […]
  • Gold settles at a more than 3-month low, down 0.8% on week July 2, 2015
    Gold futures settled lower for a third straight session on Thursday, ending the holiday-shortened week with a loss of 0.8% on expectations that Greece will eventually reach an agreement with creditors. August gold fell $5.80, or 0.5%, for the session to settle at $1,163.50 an ounce on Comex. That was the lowest settlement for a most-active contract since Mar […]
  • U.S. oil rig count up for first time this year July 2, 2015
    The number of active U.S. rigs drilling for oil climbed as of July 2, according to data from Baker Hughes released Thursday. That marked the first weekly increase in 30 weeks. Data were released a day earlier because of Friday's holiday. The number of active oil drilling rigs saw a weekly climb of 12 to 640. The total active rig count, which includes na […]
  • Yelp shares drop on report of stalled sale process July 2, 2015
    Shares of Yelp Inc. fell further after being halted following a report that the consumer-review website was holding off on pursuing a sale of the company. Yelp shares were halted briefly following an 8% drop, and were down 14% at $36.77 after trading resumed. Bloomberg reported Yelp's CEO Jeremy Stoppelman has decided to hold off on a possible sale desp […]

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