Auri Elan - The Spirit of Investing http://www.aurielan.com Richard Suder, CFA, CFP®, ChFC, CLU Tue, 24 Apr 2012 17:41:09 +0000 en hourly 1 http://wordpress.org/?v=3.3.2 Introducing Mr. John Shen http://www.aurielan.com/2012/04/1037 http://www.aurielan.com/2012/04/1037#comments Wed, 18 Apr 2012 14:13:30 +0000 Richard Suder, CFA, CFP® http://www.aurielan.com/?p=1037 Continue reading →]]>

John Shen 沈聪
Senior Vice President

John Shen joins Auri Elan with about 8 years of professional experience at MetLife.

John is an Investment Advisor Representative (IAR) and currently holds his series 6 and 63 securities registrations with LPL Financial and is life and health insurance licensed.

John is an amateur musician, has 2 lovely children, and currently resides in Sharon, MA with his family.

Contact:

Auri Elan Financial Group
1185 Washington St Suite 2
Newton, MA 02165
Tel: 617-329-1185
Cell: 508-241-0546
Fax: 617-370-0507
Email: john.shen@lpl.com

]]> http://www.aurielan.com/2012/04/1037/feed 0 2011-2012 Tax Guide http://www.aurielan.com/2011/12/1018 http://www.aurielan.com/2011/12/1018#comments Thu, 15 Dec 2011 19:46:42 +0000 Richard Suder, CFA, CFP® http://www.aurielan.com/?p=1018 Continue reading →]]>

A free 2011-2012 Tax Guide for your reference.  Happy Holidays!  Happy Investing!

If you do not take medical/tax/legal advice from anyone other than an MD/CPA/Attorney, you deserve nothing less than a CFA Charterholder and
CFP Practitioner for your finance! (Why Choose a CFA® Charterholder?,
Why Choose a CFP® Practitioner?)  

Thanks for your consideration, business, and referral.

Best Regards,

Richard Suder 苏宁, CFA, CFP®, ChFC, CLU, CRPS, AAMS
President

Auri Elan Financial Group
奥瑞伊兰理财集团公司
1185 Washington St Suite 2
Newton, MA 02465
Tel: 617-329-1185
Fax: 617-370-0507
Email: richard.suder@lpl.com
Web: www.aurielan.com

Securities and Advisory Services offered through LPL Financial. A Registered Investment Advisor, Member FINRA/SIPC.

]]> http://www.aurielan.com/2011/12/1018/feed 0 2012 Outlook, Meeting in the Middle http://www.aurielan.com/2011/12/1011 http://www.aurielan.com/2011/12/1011#comments Wed, 07 Dec 2011 21:14:29 +0000 Richard Suder, CFA, CFP® http://www.aurielan.com/?p=1011 Continue reading →]]>

While the last few years have been highlighted with record swings
in market returns and widely oscillating economic data, we expect 2012 will be
less about the fringes and more about the middle. While volatility is likely to
remain elevated, the market and its economic backdrop may begin to migrate from
the extremes — oftentimes even polarized extremes — toward a more normalized
period where investor sentiment, economic activity and the market’s direction
start to move increasingly in alignment.

While moving away from the drastic extremes will be a welcome
environment for whipsawed investors, the center offers its own distinct
challenges and opportunities. The key hurdle for the market in 2012 will be
finding the right balance.

Recently we have experienced a market of extremes. In 2012,
finding a middle ground, or Meeting in the Middle, is going to be key for growth
in the markets and economy. Consumer sentiment, business leaders, policymakers
and geopolitics are going to have significant impact on the investment
environment.

Report: 2012 Outlook, Meeting in the Middle

]]> http://www.aurielan.com/2011/12/1011/feed 0 Welcome to Auri Elan! http://www.aurielan.com/2011/04/925 http://www.aurielan.com/2011/04/925#comments Mon, 04 Apr 2011 21:03:21 +0000 Richard Suder, CFA, CFP® http://www.aurielan.com/?p=925 Continue reading →]]>

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), Insurance, and Estate Planning and Implementation
  • Auri Elan Insurance – An independent insurance agency for your Auto, Home, Life, Health, and Business 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 12,000 financial advisors nationwide as reported in Financial Planning magazine 1996-2010, based on total revenues.

If you do not take medical/tax/legal advice from anyone other than an MD/CPA/Attorney, you deserve nothing less than a CFA Charterholder and CFP Practitioner for your finance!

Please contact us for a complimentary Portfolio and Insurance Review.  Thank you for your consideration, business, and referral!

Resources:
 
]]> http://www.aurielan.com/2011/04/925/feed 0 MarketWatch MarketPulse http://www.aurielan.com/2011/02/787 http://www.aurielan.com/2011/02/787#comments Mon, 28 Feb 2011 05:15:03 +0000 Richard Suder, CFA, CFP® http://www.yillion.com/?p=787
  • Spain may again revise 2011 deficit upward: AP May 18, 2012
    LOS ANGELES (MarketWatch) -- Spain says it may have to again revise its 2011 budget deficit upward, the Associated Press reported late Friday. Spending by four regional governments within Spain -- Madrid, Valencia, Andalusia and Castilla-Leon -- exceeded forecasts, driving up the national deficit for a second time. AP said the government now projects a possible deficit that is equal to 8.9% of GDP, nearly three times the recommended maximum for nations using the euro. The government said it still expects to hit a 5.3% budget deficit this year.Market Pulse Stories are Rapid-fire, short news bursts on stocks and markets as they move. Visit MarketWatch.com for more information on this news.
  • Alabama Trust is year's 24th U.S. bank failure May 18, 2012
    SAN FRANCISCO (MarketWatch) -- Federal regulators shut the Alabama Trust Bank in Sylacauga, Ala., the Federal Deposit Insurance Corp. said late Friday. Closure of the single-branch bank marks the 24th failure of a U.S. bank in 2012. The FDIC said Southern States Bank has agreed to buy the bank's $51.6 million in assets and $45.1 million in deposits. The FDIC estimates the cost to its deposit-insurance fund at $8.9 million. Market Pulse Stories are Rapid-fire, short news bursts on stocks and markets as they move. Visit MarketWatch.com for more information on this news.
  • Facebook drives up market volume to 2012 high May 18, 2012
    SAN FRANCISCO (MarketWatch) -- A huge amount of shares traded in Facebook Inc.'s market debut Friday helped drive up U.S. stocks volume to the highest level of the year, according to the Wall Street Journal's data group. Total market volume was 8.79 billion shares, the largest daily volume since Nov. 30 and above this month's average of 7.16 billion. Volume of shares listed on the Nasdaq OMX Group's Nasdaq Stock Market was 2.68 billion, the largest since Oct. 27 and above the year-to-date average of 1.77 billion. Facebook's volume of 574 million was 21% of the Nasdaq's listed share volume. Facebook volume hit 216 million in the first half-hour of trading. For stocks listed on NYSE Euronext's New York Stock Exchange, it was the fourth day in a row of more than 4 billion shares traded.Market Pulse Stories are Rapid-fire, short news bursts on stocks and markets as they move. Visit MarketWatch.com for more information on this news.
  • SEC to review Nasdaq Facebook IPO trading problems May 18, 2012
    WASHINGTON (MarketWatch) - The Securities and Exchange Commission staff plans to examine problems at the start of trading of shares of Facebook Inc. on Nasdaq to determine its cause and steps that will be taken to address it, a spokesman for the agency said Friday. Facebook trading was delayed by roughly a half hour at the start on Friday. Market Pulse Stories are Rapid-fire, short news bursts on stocks and markets as they move. Visit MarketWatch.com for more information on this news.
  • Bets oil will go higher lowest since Sept. 2010 May 18, 2012
    SAN FRANCISCO (MarketWatch) -- Money managers trimmed more of their bets oil prices will go higher, data from the Commodity Futures Trading Commission showed Friday. The data, pertaining to the week up to Tuesday, showed the category emcompassing fund managers and speculative money trimming "long" bets by nearly 10,500 contracts for a net long position close to 140,000 contracts. The positions betting on higher prices is the lowest since September 2010, but the flow of selling slowed down compared to the prior week, said Tim Evans, an analyst with Citigroup. Oil ended 1.2% lower on Friday at $91.48 a barrel on the New York Mercantile Exchange, its lowest settlement since late October.Market Pulse Stories are Rapid-fire, short news bursts on stocks and markets as they move. Visit MarketWatch.com for more information on this news.
  • Nasdaq benchmarks slide into technical correction May 18, 2012
    SAN FRANCISCO (MarketWatch) -- The Nasdaq Composite and Nasdaq 100 indexes, both benchmarks for tech stocks, slipped into a correction as of Friday's close. A correction typically refers to a 10% publlback from recent highs. The Nasdaq Composite ended down 34.90, or 1.2%, at 2,778.79, off 11% from its 52-week closing high of 3,122.57 reached on March 26. The Nasdaq 100 , the benchmark for the PowerShares QQQ tracker, closed down 11% from its 52-week closing high. On Friday, the broad market sank over concerns about a Greek exit from the euro-zone and after Facebook Inc.'s shares traded near flat in a highly-anticipated, $16 billion initial public offering.Market Pulse Stories are Rapid-fire, short news bursts on stocks and markets as they move. Visit MarketWatch.com for more information on this news.
  • Longest weekly down streak of 2012 for Dow, S&P May 18, 2012
    NEW YORK (MarketWatch) -- U.S. stocks declined Friday, with the Dow and S&P falling for a third week, on concern about Europe's debt troubles and prospects for global growth. "The problems in Europe are not getting any better. We still have more downside to go here," said Randy Frederick, managing director of active trading and derivatives at Charles Schwab. The Dow Jones Industrial Average fell 73.11 points, or 0.6%, to 12,369.38. The S&P 500 Index fell 9.64 points, or 0.7%, to 1,295.22. The Nasdaq Composite shed 34.9 points, or 1.2%, to 2,778.79. Market Pulse Stories are Rapid-fire, short news bursts on stocks and markets as they move. Visit MarketWatch.com for more information on this news.
  • J.P. Morgan returns $168 mln to MF Global trustee May 18, 2012
    WASHINGTON (MarketWatch) - J.P. Morgan Chase & Co. agreed to return about $168 million in cash to a trustee for the holding company for bankrupt MF Global Inc., according to a release from the trustee representing MF Global clients. According to the statement, the $168 million represents the proceeds of "excess collateral" that J.P. Morgan held at the beginning of MF Global's liquidation. The trustee, Louis Freeh, added in the release that the recovery will assist him in recovering MF Global property. New York-based MF Global filed for bankruptcy on Oct. 31 after disclosing sizable exposure to derivatives and other investments related to billions of dollars in European sovereign debt and leading to millions of dollars in missing customer funds. Market Pulse Stories are Rapid-fire, short news bursts on stocks and markets as they move. Visit MarketWatch.com for more information on this news.
  • Facebook closes with fractional gain following IPO May 18, 2012
    SAN FRANCISCO (MarketWatch) -- Facebook Inc. saw its shares close with a fractional gain Friday on its first session of trading following its initial public offering. By the closing bell, Facebook shares were up 23 cents, or 0.6%, at $38.23. The company sold 421.2 million shares in its IPO, with trading volume at the end of the session reaching about 567 million, according to early figures from FactSet Research. Market Pulse Stories are Rapid-fire, short news bursts on stocks and markets as they move. Visit MarketWatch.com for more information on this news.
  • Trading of Facebook shares exceeds 488 mln May 18, 2012
    SAN FRANCISCO (MarketWatch) -- More than 488 million shares of Facebook Inc. changed hands on Friday following its debut on the market, helping to swell the volume of Nasdaq-listed shares to about 2 billion, above its 30-day average. Facebook sold more than 421.2 million shares after pricing its initial public offering at $38 a share to raise in excess of $18.4 billion. Underwriters have also been granted over-allotments options of up 63.2 million shares. Market Pulse Stories are Rapid-fire, short news bursts on stocks and markets as they move. Visit MarketWatch.com for more information on this news.

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]]> http://www.aurielan.com/2011/02/781/feed 0 Up & Down Wall Street Daily http://www.aurielan.com/2011/02/779 http://www.aurielan.com/2011/02/779#comments Mon, 28 Feb 2011 05:03:12 +0000 Richard Suder, CFA, CFP® http://www.yillion.com/?p=779

]]> http://www.aurielan.com/2011/02/779/feed 0 US Market News http://www.aurielan.com/2011/02/777 http://www.aurielan.com/2011/02/777#comments Mon, 28 Feb 2011 04:59:03 +0000 Richard Suder, CFA, CFP® http://www.yillion.com/?p=777
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