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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

  • Oil settles lower with OPEC not expected to reach an output deal in Algeria September 27, 2016
    Oil futures settled with a loss on Tuesday, with oil producers not expected to reach an official agreement on output in Algeria. Saudi Arabia and Iran said that a meeting of the Organization of the Petroleum Exporting Countries and other big oil producers Wednesday will merely be "consultative." November West Texas Intermediate crude lost $1.26, or […]
  • SEC fines Weatherford Int'l $140 million for allegedly inflating earnings September 27, 2016
    The Securities and Exchange Commission settled charges Tuesday with Weatherford International , an oil services company, for allegedly inflating earnings by using deceptive income tax accounting. Two of the company's former senior accounting executives allegedly made inappropriate adjustments to fill gaps and meet goals for the company's effective […]
  • Deutsche Bank shares turn positive after Justice Department comments September 27, 2016
    Shares of Deutsche Bank erased losses to turn higher in Frankfurt after the U.S. Justice Department's third highest-ranking official said banks can lower penalties by cooperating with authorities, according to a news report. Shares of Deutsche Bank have dropped more than 50% in 2016 and are down nearly 20% since the end of August after a report by The W […]
  • U.S. stocks open lower, weighed by Deutsche Bank fears, falling oil September 27, 2016
    U.S. stocks on Tuesday opened lower, weighed by falling oil prices and worries over troubled Deutsche Bank . Crude-oil prices dropped nearly 3% after both Iran and Saudi Arabia played down expectations for a deal to freeze or cut oil production at the closely watched informal OPEC meeting on Wednesday. Futures had rallied overnight after the closely watched […]
  • American Express's stock rallies after dividend hike, new stock buyback plan September 27, 2016
    Shares of American Express Co. rose 1.6% in premarket trade Tuesday, after the financial services company raised its dividend and set a new stock buyback program. The new quarterly dividend of 32 cents a share, up 10% from 29 cents a share, will be payable Nov. 10 to shareholders of record on Oct. 7. The new buyback program of 150 million shares replaces the […]
  • Disney is the most likely acquirer of Twitter, analyst says September 27, 2016
    Walt Disney Co. is the most likely acquirer of Twitter Inc. , closely followed by Microsoft Inc. , according to James Cakmak of Monness, Crespi, Hardt. Disney is reportedly considering a bid, according to reports Monday. Jack Dorsey, Twitter's chief executive, sits on the Disney board and Cakmak said Disney needs distribution and has the ability to make […]
  • WebMD CFO Anevski to leave company; financial results expected at high end of guidance September 27, 2016
    WebMD Health Corp. said Tuesday that its chief financial officer, Peter Anevski, is leaving the company. The health information services company named Senior Vice President of Finance Blake DeSimone as CFO. DeSimone joined WebMD in June 2015 from consumer electronics company D+M Holdings where he was CFO. Separately, WebMD said it expects third-quarter and 2 […]
  • Tupperware names Patricia Stitzel COO September 27, 2016
    Tupperware Brands Corp. said Tuesday that Patricia Stitzel has been named president and chief operating officer, effective Oct. 1. She has been with the company for 20 years, serving as group president of the Americas since 2014. Simon Hemus, the current president and COO, has been named vice chairman of the company, leading the company's geographic and […]
  • SeaWorld to open new orca presentation and other attractions in 2017 September 27, 2016
    SeaWorld Entertainment Inc. said Tuesday it will spend $175 million to open new theme park attractions in 2017, including a new orca presentation in San Diego, a virtual reality experience in Orlando and new thrill rides at three theme parks. The new orca presentations are aimed at educational encounters rather than theatrical shows, and will launch in San D […]
  • Goldman cuts Q4 WTI oil forecast to $43 a barrel from $50 September 27, 2016
    Goldman Sachs on Tuesday dramatically slashed its oil forecast for the rest of 2016, warning that supplies will continue to outstrip demand regardless of what happens at an oil-producers meeting in Algiers this week. The analysts, led by Damien Courvalin and Jeffrey Currie, lowered their crude oil forecast for the fourth quarter to $43 a barrel from $50 prev […]

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