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Partner and President,
Waldron Private Wealth
Matt Helfrich is President of Waldron Private Wealth, a boutique wealth management firm located just outside Pittsburgh, Pa. He leads Waldron's strategic vision, brand and value proposition, and overall culture of the firm.
Since 2002, Helfrich has served in a number of roles including: Chief Investment Strategist and Chief Investment Officer, where he was instrumental in creating and refining Waldron's investment discipline. More recently he has been focusing on expanding Waldron's service offering across multiple generations of clients, and leveraging technology to enhance client experience. Helfrich is in the media frequently and has appeared in The Wall Street Journal, Barron's, Private Wealth Magazine, Wall Street Week, Forbes and Smart Money.
Making smart decisions in times of panic isn't easy, but those who keep cool heads, follow the plan and take some calculated steps could help grow their wealth for generations to come.
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We've gone from being Helicopter Parents to Bulldozer Parents, who annihilate all obstacles in our kids' paths. And what do kids learn when we take care of everything in their financial lives? Certainly not independence.
It's only too easy to overlook several expenses when you sit down to add up what you need for a happy, healthy retirement.
Given today's feverish market, some people are rushing through transactions and skipping critical parts of the process.
Some things aren't easy to talk about with your financial adviser, like a half-baked restaurant venture or that exorbitant vacation home. But if you hold back, you’re just shooting yourself in the financial foot.
Parents' instincts to protect their children can cause them to hold back on some important truth-telling about the kind of inheritance they might expect, but that could be a big mistake.
If you’re not careful to buy the right kind of insurance, keep it in the right place and pay for it in the right way, your good intentions could end up working against you.
If your finances are complex or you're having a tough time clearing a path toward your goals, you might need more help than a traditional financial adviser typically provides.
Lifestyles of the rich and famous don't come cheap, and grandchildren who get used to the perks may be in for a rude awakening down the road. Here are two reasons why.
Want to buy a plane? How about a vacation home? Keep in mind that with decisions on big purchases, the initial price paid is just the tip of the iceberg.
Rising prices can sneak up on you, eating away at your wealth over time in a serious way.
Even when it’s family, or maybe especially when it’s family, you must treat such a proposition as strictly business. Get answers to these 4 questions to avoid risking it all.
The stakes can be higher for a second marriage, because you probably have built a more established career, have amassed more assets and possibly some children as well. So be prepared before you set foot down that aisle.
Congratulations! Now get busy. From health insurance to car seats, here's what expectant parents should do to get ready for their new arrival.