Wesley Oler IV has held an impressive career in investment where he's gained experience in many areas of the industry, including asset and money management, institutional fund marketing, investment research, and more!
How To Win At Retirement Planning
Retirement planning is something you should start as early as possible, but being in your forties or fifties doesn’t mean it’s too late to start. The key to retirement planning is figuring out what kind of lifestyle you want and saving enough money to make that happen. After figuring out your lifestyle, you should see a financial professional to make sure you have the money to cover your costs, whether it be groceries, travel, or entertainment.
Another thing you should consider is if you want...
How The Wealthy Give
The number of philanthropists is increasing, with many of them funding everything from ocean exploration to free college tuition. A report released in 2020 by the Rockefeller Philanthropy Advisors revealed that the wealthiest families on the planet give away more than ever before. The report took data from over 200 wealthy families that often donate to charity in over 28 countries, and it found that in 2019 alone those families donated a total of over $2.4 billion. But how and why do these we...
How To Attract Donors To Your Charity
Despite the number of nonprofits in the US, the struggle to stand out can be real for many organizations. It can be harder to do so when your work addresses a more obscure need or issue that isn’t always a priority to many people.
Regardless of your mission, there are steps that every organization can take to stand out and attract the attention and hearts of potential donors.
Be Relatable
One of the first steps to attracting donors is developing a compelling story that will connect with poten...
The Best Investing Apps Of 2022
A good investing app can help you manage your money and get back on track. It can handle routine tasks and automatically transfer money into various accounts. It can also help you follow the markets and learn about them.
These are some of the best apps that can help you get started with managing your money. They’re great for people who are just starting to invest or for those who want to play a game of stock-picking.
Robinhood
If you’re looking for a simple and streamlined app that doesn’t re...
Humanitarism or Philanthropy?
There has been a renewed interest in Philanthropy and humanitarianism. The debate over these two issues has become more heated as more and more people become aware of humanitarianism’s problems and the problems that Philanthropy can create. Imbalance in wealth, poverty, climate change, and other health crises are just a few of the many issues that philanthrocapitalism can address. However, there is a division between those who support humanitarianism and Philanthropy. Some people believe that...
How to Reach Your Money Goals in 2022
Setting and achieving financial goals is extremely important. The sooner you get started, the easier it will be to reach your goals in 2022. Money goals are different because everyone has different financial circumstances and priorities. It might be wanting to save up for a house or car for some people. For others, it might be about paying off debt or providing for their families. Regardless of their financial goals, there are plenty of ways to get started today. Here are 5 steps to reach you...
Philanthropy and Racial Equity
Despite its reputation for being averse to radical change, philanthropy has become increasingly receptive to the need for such change. Racial issues have become an integral part of social development. Leaders in philanthropy now cite it as a factor that influences social outcomes. However, despite the uptick in racial justice following the murder of George Floyd, most of the investments that followed were reactive and superficial.
Is a radical change coming for philanthropy? Or are temporary,...
Financial Mistakes Common in your 30’s
Your 30’s are a time for financial freedom. You’re no longer in college, and your salary is likely quite high. However, this doesn’t mean you’ve got it made. There are several common mistakes people make at this point in their lives: bad news bears for their bank accounts.
Here are the top six mistakes made by people in their 30’s
Spending too much money on rent or a mortgage
While living in your parents’ basement is no longer feasible, you don’t have to get a mortgage on the first house you ...
Financial New Year’s Resolutions You Can Keep
The beginning of a brand new year commonly brings about feelings of a fresh start for many people. This is especially true for those who are looking for a little more financial control in their lives. The good news is that there’s never been a better time to examine and improve your financial situation, and these are 5 different resolutions you can easily keep for 2022.
Assess Your Net Worth
Before embarking on any other financial New Year’s resolutions, you’ll need to bring yourself up to sp...
An Outlook for Charitable Giving in 2022
Charitable organizations have been beneficial since the current pandemic started. First, they have been beneficial, ensuring that the less fortunate have something to eat after many of them lost their jobs. However, in recent years, charitable giving has changed as philanthropists decide what to give depending on the current problem affecting the needy. Today, philanthropists take time to consider priorities before deciding whom to help.
Next year might even bring more difference because even...
Equity in Philanthropy
Many people like to discuss the real meaning of the word equity. It can be used as a noun, as part of philanthropy as well as an investment term. It can also be used as a legal term or a way to describe the shares of stock issued from a company. Some people hear the word equity and believe it defines equal outcomes no matter class, gender, race, ability, etc. It also has many more meanings. It can be a struggle for many people to understand all of its definitions.
Funders
A funder is a person...
What to Expect from Finance Careers
If you’re looking at a career in finance, you might not know what to expect. Your day-to-day work will depend on your role and company. But there are some general expectations that anyone can expect if they decide to enter this field. This blog post is going to give you 3 things that you should expect from financial careers so that you can make the best decision for yourself!
Successful careers will be challenging
If you’re looking for a career in finance, this is one of the most important th...
Why Philanthropy is Not About Money
When most people think of philanthropy, they think about giving money to charity. However, it is more than that. Philanthropy is about donating time and skills to help others in need. It has nothing to do with how much money you have or don’t have; there are many ways for everyone to give back.
What is Philanthropy?
Philanthropy, simply defined, is the practice of giving money to support good causes. What’s not so simple is that people who call themselves philanthropists sometimes use their d...
What is Annuity Income?
There’s more than one way to save money for retirement. Annuities should not be discounted when saving for retirement. An annuity is an insurance contract for seniors that is an income-guaranteed stream that can be paid in a lump sum, in a fixed monthly income, longevity annuity, or flexible income payment plan.
Investment experts say that those who invest in annuities will not run out of money. Financial companies know that seniors need money to live for decades and pay for all expenses incl...
Why Corporations are Vital for Philanthropy
There was a time when philanthropy consisted of individuals and small congregations of churches and religious organizations. As society continued to develop and grow, it became clear that this was no longer sufficient to help those in need. Then the idea of corporations stepped in as a solution to some of these problems – but that is not without its challenges. Here is some information on why corporations are vital for philanthropy, as well as what they offer.
Why Corporations are Vital for P...