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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:

  • 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.
  • 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.

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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

  • Icahn has bought more Herbalife shares: CNBC August 26, 2016
    Billionaire investor Carl Icahn told CNBC late Friday he has "bought another 2.3 million shares" of Herbalife Ltd. , the latest in a tug of war between Icahn and fellow billionaire investor Bill Ackman over the nutritional-supplement company. Earlier Friday, The Wall Street Journal reported Icahn recently discussed selling his Herbalife stake to a […]
  • Caesars shares fall after judge blocks shield from bondholder suits August 26, 2016
    Caesars Entertainment Corp. shares fell in the extended session Friday after a bankruptcy court judge refused to shield the company from bondholder lawsuits. Caesars shares dropped 12% to $6.60 after hours. Late Friday, a U.S. bankruptcy judge in Chicago said that Caesars Entertainment, the parent company of the bankrupt Caesars Acquisition Co., could not sh […]
  • Stocks end volatile session lower after hawkish Yellen, Fischer statements August 26, 2016
    U.S. stocks finished lower Friday after comments from Fed Vice Chairman Stanley Fischer doubled down on a speech by Federal Reserve Chairwoman Janet Yellen that asserted the case for a rate increase is gathering steam. The Dow Jones Industrial Average lost 53.01 points, or 0.3%, to end at 18,396.40, with the blue-chip gauge swinging in a more then 200-point […]
  • Oil futures gain for the session, but fall for the week August 26, 2016
    Oil futures settled higher for the session Friday, but suffered a decline of about 3% for the week. Prices found support from data revealing that the number of active U.S. oil rigs was unchanged for the week, following eight weeks of increases. Traders also assessed the likelihood of a interest-rate increase at the next Federal Reserve meeting September, fol […]
  • BlackBerry restructures convertible debt to cut interest expenses; shares halted August 26, 2016
    BlackBerry Ltd. said it will notify holders of its 6% unsecured convertible debt that it will redeem all of the principal amount of the debt on Sept. 2. The debt will be redeemed at a price of 106.7212% of the outstanding principal amount. Prior to the redemption, the debt holders remain entitled to convert the debt to common stock at a price of $10.00 a sha […]
  • Gold futures gain, but finish lower for the week August 26, 2016
    Gold futures settled with a modest gain on Friday, but finished the week with a loss of about 1.5%--the worst in six weeks. Prices were volatile, with the metal tracking moves in the U.S. dollar as traders assessed comments from Federal Reserve Chairman Janet Yellen and Vice Chair Stanley Fischer, which hinted at the potential for an interest-rate increase a […]
  • U.S. oil-rig count unchanged after 8 weeks of increases August 26, 2016
    Oil futures continued to trade modestly higher on Friday after data from Baker Hughes revealed that the number of active U.S. rigs drilling for oil was unchanged at 406 in the latest week. That followed eight straight weeks of increases. The total active U.S. rig count, which includes oil and natural-gas rigs, fell by 2 to 489, Baker Hughes said. October cru […]
  • Apptio, a business management software company, files to go public August 26, 2016
    Apptio Inc., a technology business management software company, filed to go public Friday. It currently has a proposed maximum offering price of $75 million and hasn't yet specified how many shares of class A common stock it will offer. The company reported revenue of $123 million in 2015 on a net loss of $41 million. Apptio has applied to list on the N […]
  • Gold, oil futures waver on hawkish Yellen remarks August 26, 2016
    Gold and oil futures seesawed between minor losses and gains Friday after the U.S. Federal Reserve Chairwoman Janet Yellen said in a speech at the Jackson Hole, Wyo. economic symposium that the case for another interest-rate increase has strengthened. Gold for December delivery traded at $1,326.50 an ounce, up $1.90, or 0.1%, from Thursday's settlement. […]
  • Dollar surges as Yellen says case for raising rates has strengthened August 26, 2016
    The dollar strengthened Friday against most of its rivals, turning higher after Federal Reserve Chairwoman Janet Yellen said the case for raising interest rates has strengthened in recent months. The euro fell to $1.1243 after Yellen's remarks, compared with $1.1285 late Thursday in New York. The dollar jumped to 100.90 yen, compared with 100.57 yen Thu […]

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