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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

  • LinkedIn schedules special shareholder meeting for Microsoft acquisition July 22, 2016
    LinkedIn Corp said late Friday it was holding a special meeting of shareholders Aug. 19 to vote on the social network's acquisition by Microsoft Corp. . Shareholders are entitled to $196 cash for each share of LinkedIn, the company said. Back in June, LinkedIn said Microsoft had offered $26.2 billion for the company.Market Pulse Stories are Rapid-fire, […]
  • Specialty insurer Ironshore files for IPO July 22, 2016
    Specialty commercial and casualty insurance company Ironshore Inc. plans an initial public offering, according to a filing with the Securities and Exchange Commission late Friday. Underwriters include Bank of America Merrill Lynch, Citigroup, J.P. Morgan, and UBS. The company reported earnings of 41 cents a share on revenue of $1.65 billion in 2015. Market P […]
  • S&P 500 hits new record high close as stocks rally for fourth week July 22, 2016
    ​The S&P 500 finished at a new record high close on Friday with the broader market gaining for a fourth week in a row as stocks bounced back from Thursday's correction. The S&P 500 index rose 10 points, or 0.5%, to end at 2,175 for a weekly gain of 0.6%. The Dow Jones Industrial Average gained 53 points, or 0.3%, to close at 18,570, adding 0.3% […]
  • U.S.-listed shares of German companies little changed in late trade July 22, 2016
    U.S.-listed shares of German companies were little changed Friday, as the news of an apparent terror attack in the city of Munich was breaking. The iShares MSCI Gernany ETF , an exchange-traded fund that tracks a broad index of German equities, was down 0.1% in late trade. Few individual American depositary receipts were moving, with Deutsche Bank quoted dow […]
  • Obama offers to help Germany in wake of Munich shooting July 22, 2016
    WASHINGTON (MarketWatch) - President Barack Obama on Friday pledged to provide "all the support" that Germany may need in the wake of the Munich shooting spree. Obama said he was briefed on the shooting and that it was unclear what had happened. "It's still an active situation," the president said. Market Pulse Stories are Rapid-fire […]
  • Oil futures settle nearly 4% lower for the week July 22, 2016
    Oil futures finished Friday with a loss to tally a weekly decline of nearly 4% for the week. A glut of crude and gasoline supplies and expectations more crude supplies from Libya pressured prices. September WTI crude fell by 56 cents, or 1.3%, to settle at $44.19 a barrel on the New York Mercantile Exchange. Prices ended about 3.8% below the $45.95 settlemen […]
  • U.S. Consulate in Munich advises Americans in the city to stay home July 22, 2016
    The U.S. Consulate in Munich, Germany, is advising its citizens to stay home in response to a shooting incident that started at the Olympia Einkaufszentrum shopping center in the north part of the city. "We strongly advise all to shelter in place," the consulate said in a post on Twitter. "Munich police are reporting multiple shooting incident […]
  • Twitter downgraded at Raymond James, concerns over growth, revenue July 22, 2016
    Twitter Inc. was downgraded to market perform from outperform at Raymond James Friday. The downgrade came as the analysts said the "risk-reward is now more balanced" with shares near their "fair value case" of $19. The analysts added that they expect in-line revenues for the second quarter, but that Wall Street estimates for third-quarter […]
  • Gold futures lose 0.3% for the week July 22, 2016
    Gold futures settled lower on Friday to log a weekly loss of 0.3%, with strength in both the U.S. dollar and stock market dulling investment interest in the metal. August gold settled at $1,323.40 an ounce, down $7.60, or 0.6%, for the session. Prices fell 2.3% last week but posted gains in each of the previous six weeks.Market Pulse Stories are Rapid-fire, […]
  • Baker Hughes reports fourth-straight weekly climb in U.S. oil-rig count July 22, 2016
    Oil futures continue their decline Friday after after data from Baker Hughes revealed a weekly climb in the number of active U.S. rigs drilling for oil-the fourth increase in a row. The active U.S. oil-rig count rose 14 to 371 as of Friday. The total U.S. rig count climbed by 15 to 462. September crude was at $43.94 a barrel on the New York Mercantile Exchan […]

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