“Re-Partnering”? (As Opposed To Re-Marrying)…A Growing Trend Among Older Couples

August 21, 2018 | posted in: Blog | by

ESTATE PLANNING IS KEY FOR SUCH COUPLES
In recent years we were introduced to the concept of “conscious uncoupling” (divorce!) and now demographers are studying “re-partnering” and its rise among older Americans. “Grey divorce” has doubled since the 1990’s and the number of people over 50 who cohabit with unmarried partners has jumped 75% from 2007-2016, per a recent Pew Research report.* Unlike youthful cohabitation, which is often a prelude to marriage, it seems that in later life, making it official doesn’t always hold the same attraction. While many see financial advantages to remaining unmarried, as financial advisors we stress that without proper estate planning and documentation of desires, unmarried couples are particularly vulnerable to default state laws that determine who can make financial and health care decisions for incapacitated persons, and to whom property devolves in the absence of a valid will or revocable trust. In addition to establishing wills and health care advance directives, these are among the additional steps frequently put in place for unmarried partners:   Read More  »

The Team Was Focused at LPL Focus Conference!

July 31, 2018 | posted in: Blog, Frye Happenings | by

Austin Frye, Alex Holguin, and Robin Newman joined other top advisors and teams in Boston at the end of July for LPL Financial’s annual Focus conference. They were afforded the opportunity to attend sessions given by leading market/economic analysts and researchers. As seen here, they are checking out some of the hottest new technologies in client servicing and portfolio management

LPL’s Midyear Outlook 2018 Is Here!

July 11, 2018 | posted in: Blog, Financial Insights | by

LPL Research asks, “In a world of rising volatility, will opportunities emerge?” “For the second half of 2018, continued economic growth and market gains may bring the heightened drama of increased volatility.  So while there may be some twists and turns ahead, at LPL Research we expect the positive fundamentals may prevail.” To read the full LPL Research Midyear Outlook 2018 report, click here.

The Problem With #FOMO…IMHO

April 26, 2018 | posted in: Blog | by

(Read on for acronym de-coding!)
TBH (to be honest) I am having a hard time keeping up with all the acronyms our millennial kids are using in their messaging. It can be difficult to remember all of them and I find myself SMH (shaking my head) at times. Too often our kids seem to be on the verge of ROTFL (rolling on the floor laughing) at us. There are many, but IMHO (in my humble opinion) here is one that I believe needs further scrutiny from a financial advisor’s standpoint.   Read More  »

AUSTIN FRYE RECOGNIZED AS ONE OF LPL FINANCIAL’S TOP FINANCIAL ADVISORS

April 12, 2018 | posted in: Blog, Frye Happenings, In The News | by

Miami, FL — April 12, 2018 — Austin Frye, J.D., M.B.A., C.F.P.(R), an independent LPL Financial advisor at Frye Financial Center in Aventura, today announced his inclusion in LPL’s Chairman’s Council.  This premier award is presented to less than 2% of the firm’s approximately 15,000 advisors nationwide.   Read More  »

The Company You Keep!

April 11, 2018 | posted in: Blog, Frye Happenings | by

Austin Frye with the former prime minister of England, David Cameron, at the recent LPL Financial Summit conference. Excellent speaker and a charming guy; told Austin he loves spending time in Florida!