奥瑞伊兰理财首选

Auri Elan - The Spirit of Investing
1185 Washington St Suite 2 NewtonMA02465 USA 
 • 617-329-1185
Posted in General | Leave a comment

College Financial Aid – FAFSA Overview

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

References

Posted in General | Leave a comment

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-logo

 

 

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 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.
  • Seeing the Light, Part II January 27, 2015
    In the second part of their conversation, Joel Hefner, J Elder, and Vice President Weston Wellington discuss why well-reasoned theories and predictions often do not turn out as expected, how best to use Weston’s column, Down to the Wire, how to define investing accurately and the best ways to address client concerns using stories rather than data.

Posted in General | Leave a comment

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:
Posted in General | Leave a comment

Your Finance Deserves Nothings Less

Please check out other videos by Auri Elan. Thanks.

Posted in Video | Leave a comment

MarketWatch MarketPulse

  • Asia stocks: Latest quotes May 28, 2015
    Here are the latest trading levels for Asia's major stock markets: Tokyo (Nikkei Average ) up 0.7% ; Hong Kong (Hang Seng Index ) down 0.9% ; Shanghai (Shanghai Composite Index ) up 0.8% ; Sydney (S&P/ASX 200 ) down 0.4% ; Seoul (Kospi ) up 0.5% ; Taipei (Taiex ) up 0.3%Market Pulse Stories are Rapid-fire, short news bursts on stocks and markets as […]
  • Hong Kong stocks fall as brokers, real estate weak May 28, 2015
    HONG KONG (MarketWatch) -- Hong Kong stocks traded lower Thursday morning, although mainland Chinese shares extended gains in choppy trading after a seven-day bull run. The Hang Seng Index turned lower after a positive open and dropped 0.9%, with the mainland-China-tracking Hang Seng China Enterprises Index down 0.8%, even as the Shanghai Composite Index edg […]
  • Australia stocks slip as mining shares retreat May 28, 2015
    Australia stocks traded lower Thursday morning despite a positive open, with softness in the mining sector helping drive the S&P/ASX 200 down 0.2%. While a further gain for spot iron-ore prices may have helped Arrium Ltd. rise 1.2%, the biggest resource names were broadly lower, with BHP Billiton Ltd. down 0.7%, Rio Tinto Ltd. and Fortescue Metals Group […]
  • Japan stocks chase rising dollar upward; retailers mixed after data May 28, 2015
    Japanese stocks boogied higher in early Thursday action, as the yen plumbed fresh multiyear lows and U.S. shares offered a strong lead. The Nikkei Average was 0.6% higher, hunting what would be its 10th straight winning session, while the Topix improved by 0.5%. The dollar marched ever higher, buying ¥123.75 after hitting its best level since the summer of 2 […]
  • Buzzfeed wants to go public ... at some point: CEO May 27, 2015
    Privately held Buzzfeed Inc.'s co-founder and chief executive officer said at a technology forum Wednesday that the media company intends to go public, but he didn't specify the timing of such a move. Speaking at Code Conference, Jonah Peretti said that by diversifying internationally and across different platforms, including video, it will "a […]
  • HSBC cuts China outlook for GDP, exports May 27, 2015
    Economists at HSBC Global Research again cut their outlook for growth in China's GDP and exports this year, writing in a note Wednesday that they foresee a softer rebound in the current quarter. HSBC now expects Chinese government data to show gross domestic product expanding by 7.1% in 2015, down from a previous projection for 7.3% growth. They also cu […]
  • Nebraska abolishes death penalty May 27, 2015
    WASHINGTON (MarketWatch) -- Nebraska has abolished the death penalty, reports said Wednesday. The state legislature voted 30-19 to override a veto from Gov. Pete Ricketts, a Republican. Nebraska becomes the first state to repeal the punishment since Maryland eliminated it in 2013. Market Pulse Stories are Rapid-fire, short news bursts on stocks and markets a […]
  • Semtech misses profit and sales estimates, provides downbeat outlook May 27, 2015
    Semiconductor maker Semtech Corp. reported fiscal first-quarter results that missed expectations, and provided a second-quarter outlook that was below current analyst projections, citing disappointing sales to a large customer. For the quarter ended April 26, company reported a net loss of $142,000, or breakeven on a per-share basis, compared with a loss of […]
  • API data show U.S. crude supplies up 1.3 million barrels May 27, 2015
    The American Petroleum Institute late Wednesday reported that crude supplies rose 1.3 million barrels for the week ended May 22, according to sources. Analysts surveyed by Platts forecast a 1.8 million-barrel decline. July crude was at $57.59 a barrel in electronic trading, compared with the $57.51 close on Nymex. The more closely watched Energy Information […]
  • Transocean's CFO steps down, replaced by Atwood Oceanics former CFO May 27, 2015
    Transocean Ltd. on Wednesday said Chief Financial Officer Esa Ikaheimonen is stepping down effective immediately. Ikaheimonen has also resigned his company-appointed position as chairman of the board of directors of Transocean Partners LLC, a subsidiary of Transocean. The rig operator said Mark Mey is replacing Ikaheimonen effective Thursday. Mey most recent […]

Posted in News | Leave a comment

MarketWatch Real-time headlines


Posted in News | Leave a comment