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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

  • 4-game suspension for Patriots quarterback Tom Brady upheld July 28, 2015
    National Football League commissioner Roger Goodell has upheld the four-game suspension for New England Patriots quarterback Tom Brady. Brady was initially suspended in May after an investigation found that footballs during the Patriots AFC Championship game against the Indianapolis Colts were underinflated. Market Pulse Stories are Rapid-fire, short news bu […]
  • U.S. consumer confidence falls sharply in July to 10-month low July 28, 2015
    ​WASHINGTON (MarketWatch) - Consumer confidence fell sharply in July to a 10-month low, perhaps because of a more volatile U.S. stock market triggered by financial worries in China and the latest Greek debt crisis. The consumer confidence index dropped to 90.9 from 99.8 in June, the Conference Board said Tuesday. Economists polled by MarketWatch had projecte […]
  • Yelp downgraded as sales talks fizzle July 28, 2015
    Yelp Inc. was downgraded to hold from buy at Deutsche Bank on Tuesday, with analyst Lloyd Walmsley citing press reports from earlier this month that the reviews site has backed away from a potential sale. A series of recent events make him "less comfortable" with his already below-consensus estimates, and "less confident in Yelp's strateg […]
  • Connected devices powering smart cities, homes to triple by 2020 July 28, 2015
    The number of connected devices as part of the burgeoning industry known as the Internet of Things is expected to skyrocket 285% over the next five years, reaching 38.5 billion devices by 2020 from just 10 billion today, according to a new report from Juniper Research. The increase is expected to be led by the industrial and public service sectors, such as u […]
  • U.S. house prices rise 1.1% in May July 28, 2015
    WASHINGTON (MarketWatch) -- U.S. house prices rose 1.1% in May, supported by the spring sales market, with gains in all the cities tracked by the Case-Shiller 20-city composite index released Tuesday. After seasonal adjustment, prices declined 0.2%, the report said. Home prices in May were up 4.9% from a year earlier, slightly slower than April's annual […]
  • BlackBerry upgraded on huge cash pile July 28, 2015
    BlackBerry Ltd. was upgraded to equal-weight from underweight at Morgan Stanley on Tuesday under the premise that cash flexibility and cost-cutting initiatives will drive stock-price value in the near term. However, the bank maintained its 12-month price target of $7, saying there is still no evidence of a "fundamental business turnaround." Shares […]
  • Baidu's stock plunges after disappointing results prompt an analyst downgrade July 28, 2015
    Baidu Inc.'s stock plunged 13% in premarket trade Tuesday, putting it on track to open at a 13-month low, after the Chinese Internet company's disappointing second-quarter results and outlook prompted a downgrade by Pacific Crest. Analyst Cheng Cheng cut his rating to sector weight, after being at overweight for at least 2 1/2 years. He believes a […]
  • Supervalu Inc. considering spinning off Save-A-Lot business July 28, 2015
    Supervalu Inc. announced Tuesday that it is considering a separation of its Save-A-Lot business and is preparing to spin if off as its own publicly traded company. Save-A-Lot has more than 1,300 stores and "significant growth potential," according to Supervalu CEO Sam Duncan. Supervalu has hired Barclays and Grenhill to serve as financial advisors. […]
  • PayPal initiated with buy rating at Jefferies due to strong position July 28, 2015
    Analysts at Jefferies initiated coverage of PayPal Holdings Inc. on Tuesday with a buy rating and a $44 price target, 20% above its current price of $36.39 per share. Jefferies analyst Jason Kupferberg cited PayPal's high growth, secular tailwinds, its global brand and large market cap as reasons for the buy rating. PayPal's direct relationship wit […]
  • UPS's stock climbs after profit rises above expectations July 28, 2015
    United Parcel Service Inc.'s stock ran up 1.5% in premarket trade Tuesday, after the package-delivery giant beat second-quarter profit expectations, although sales missed. Earnings climbed to $1.23 billion, or $1.35 a share, from $454 million, or 49 cents a share, in the same period a year ago. That beat the FactSet earnings-per-share consensus of $1.27 […]

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