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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.

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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

  • Hewlett-Packard wins $3 billion judgment from Oracle June 30, 2016
    A court battle between Hewlett-Packard and Oracle Corp. ended Thursday afternoon with HP victorious to the tune of $3 billion in damages, Oracle confirmed. HP, which has split into two companies since filing the lawsuit, claimed that Oracle backed out of a deal to support HP servers that used the Itanium line of chips from Intel Corp. Thursday's ruling […]
  • Hertz raises $2 bln from spinoff, announces stock buyback June 30, 2016
    Hertz Global Holdings Inc. shares rallied in Thursday's extended session after the company said it raised about $2 billion from the spinoff of its equipment rental business into a separate publicly-traded company. The funds will be used to pay down its debt. The company also plans to buy back up to $395 million in shares. The new entity, Hertz Global, w […]
  • Tesla falls as feds investigate fatal crash of Model S in self-driving mode June 30, 2016
    Tesla Motors Inc. stock fell in the extended session Thursday after reporting that a Model S car in self-driving mode was involved in a fatal crash. Tesla said in a blog post that the National Highway Traffic Safety Administration is investigating Tesla's autopilot feature after a Model S using the autonomous-driving feature was involved in a deadly cra […]
  • Nike names Apple's Tim Cook as lead independent board member June 30, 2016
    Nike Inc. late Thursday named Apple Inc.'s Chief Executive Tim Cook as its lead independent board member. Cook has been on Nike's board since 2005. The move comes as Nike Chairman Phil Knight stepped down in a planned succession, with Nike CEO Mark Parker taking on the added role of chairman. Knight was named Chairman Emeritus. Shares of Nike decli […]
  • Micron to cut jobs as earnings disappoint, stock drops June 30, 2016
    Micron Technology Inc. announced plans for layoffs Thursday along with a disappointing earnings report, sending the company's stock down in late trading. The chipmaker reported a net loss of $97 million, or 9 cents a share, on sales of $2.9 billion for its third fiscal quarter; after adjustments, the company claimed a loss of 8 cents a share. According […]
  • Arena Pharma to lay off 73% of workforce; shares halted June 30, 2016
    Shares of Arena Pharmaceuticals Inc. were halted in the extended session Thursday after the biotech said it was reducing its workforce by 73% to focus on drugs in development. Arena shares were halted at $1.83 after hours. The company said it was laying off 100 U.S. employees in research, manufacturing, and general and administrative staff. The move comes ne […]
  • U.S. stocks rise for 3rd day; Dow, S&P end Q2 in the green June 30, 2016
    U.S. stocks logged their third day in a row of post-Brexit gains, bolstered by the expectation that some of the world's largest central banks will further expand their monetary stimulus efforts. The Dow Jones Industrial Average gained 235.31 points, or 1.3%, to 17,929.99, bringing it within 90 points of its pre-Brexit highs. The S&P 500 climbed 28.0 […]
  • Mobileye soars 10% ahead of BMW announcement June 30, 2016
    Shares of Mobileye NV soared 10.5% on Thursday after reports surfaced that the company may have secured a deal with BMW and Intel Corp. to build out driverless capabilities in the German auto manufacturer's luxury cars. Mobileye's stock was on track for its highest close since Nov. 6, trading around $46.34 Thursday afternoon, versus $46.75 in Novem […]
  • Dow surges toward 3rd-straight 200-point gain June 30, 2016
    The Dow Jones Industrial Average shot up 219 points in afternoon trade Thursday, putting it on track to stretch its streak of 200-point gains to three sessions. That would be the longest such stretch since it bounced off its two-year closing low of 15,660.18 on Feb. 11: The Dow surged 313.66 points on Feb. 12, 222.57 points on Feb. 16 and 257.42 points on Fe […]
  • Oil futures fall for the day, but gain over 30% year to date June 30, 2016
    Oil futures finished lower on Thursday after a two-session rally, but prices posted gains for the quarter and year to date as recent global output disruptions and strong U.S. demand for gasoline helped to cut down the glut of crude supplies. August WTI crude fell $1.55, or 3.1%, for the session to settle at $48.33 a barrel on the New York Mercantile Exchange […]

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