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:

  • 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.

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

  • Geron shares jump after two positive drug studies September 2, 2015
    Geron Corp. shares jumped after the biotech company said the New England Journal of Medicine was going to publish two papers showing positive results for its drug imetelstat. Geron shares jumped 19% to $3.64. In two mid-stage clinical trials, Geron said the use of imetelstat suggested it works against malignant cells that cause essential thrombocythemia, a d […]
  • Treasury's Lew irked by the handling of China's foreign-exchange devaluation September 2, 2015
    WASHINGTON (MarketWatch) - Treasury Secretary Jacob Lew on Wednesday criticized the way China announced last month's shift in its foreign-exchange policy. In an excerpt of an interview aired on CNBC, Lew said that "there is an economic and political reality to things like exchange rates, and they need to understand that they signal their intentions […]
  • Lannett shares jump on deal to acquire Kremers Urban Pharma September 2, 2015
    Lannett Co. shares jumped in the extended session Wednesday after the generic drug maker said it was acquiring Kremers Urban Pharmaceuticals Inc. for $1.23 billion. Lannett shares jumped 21% to $60. Kremers is the U.S. generic drug unit of UCB SA . Lannett said it expects the acquisition to boost fiscal 2016 EPS by mid- to high-single digits, and by 20% to 2 […]
  • LogMeIn names new CEO; co-founder Simon to remain chairman September 2, 2015
    LogMeIn Inc. said Wednesday its board of directors has named William "Bill" Wagner as the company's new chief executive, replacing co-founder and longtime CEO Michael K. Simon. Simon will remain chairman of the board. Wagner, who joined the company in 2013, had been LogMeIn chief operating officer. Shares of the cloud computing company fell 1. […]
  • Five Below shares tank as company misses revenue expectations September 2, 2015
    Five Below Inc. said Wednesday it earned $7.1 million, or 13 cents a share, in the fiscal second quarter, compared with 15 cents a share a year ago. Revenue rose 19.5% to $182.2 million in the quarter, while comparable-store sales rose 3%. The company opened 32 new stores in the quarter to end it with 417 stores, or 18% more than a year ago. Analysts polled […]
  • Planet Fitness rise 4% after beating earnings expectations September 2, 2015
    Planet Fitness Inc. shares rose 4% after hours Wednesday after the company beat second-quarter earnings expectations in its first report as a public company. The company reported net income of $11.5 million, above $8.8 million in the year-earlier period. It reported adjusted earnings per share of 13 cents, above the FactSet consensus of 12 cents. Planet Fitn […]
  • U.S. stocks end higher after solid economic reports September 2, 2015
    U.S. stocks rebounded from a two-day rout, with major indexes ending Wednesday's session with solid gains. Investors welcomed upbeat tone in the Federal Reserve's Beige book, while data on private-sector job gains pointed to continued improvement in the labor market. Trading on Wall Street remained volatile, however. The S&P 500 closed 35.01 po […]
  • Dollar Tree downgraded to buy from strong buy at Feltl & Company September 2, 2015
    Dollar Tree Inc. was downgraded to buy from strong buy at Feltl & Company. The firm cited increased investor uncertainty following a lack of guidance after Dollar Tree's acquisition of Family Dollar in its note. Dollar Tree provided estimated net sales for the third quarter (from $4.78 billion to $4.87 billion) and the full year (from rom $15.30 bil […]
  • Oil futures settle higher after earlier dip below $44 September 2, 2015
    Oil futures staged an intraday U-turn on Wednesday to settle higher after earlier dip below $44 a barrel. Analysts attributed the turn higher to the market digging deeper into the details of the latest U.S. supply data as well as to technical trading. Phil Flynn, senior market analyst at Price Futures Group, pointed out increasing tensions linked to Artic oi […]
  • U.S. stock rally remains intact after Beige Book September 2, 2015
    U.S. stocks held on to gains on Wednesday even after the Federal Reserve's Beige Book suggested increasing wage pressure. The S&P 500 rose 20 points, or 1%, to 1,933 while the Dow Jones Industrial Average climbed 193 points, or 1.2%, to 16,250. Wage pressures could push Fed officials to view an interest-rate hike more favorably as it could contribut […]

Posted in News | Leave a comment

MarketWatch Real-time headlines


Posted in News | Leave a comment