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!
Do You Need Multiple Savings Accounts?
Multiple savings accounts can help you organize your finances and achieve your objectives. While some individuals may be content with a single savings account, others may find multiple accounts advantageous. Here is the information to determine if you need various savings accounts.
First and foremost, having multiple savings accounts can be beneficial if you’re working towards specific objectives. For instance, you may wish to save for a house down payment, a new vehicle, or a vacation. Havin...
Tips for Building a Donation Page for Your Nonprofit’s Website
As a nonprofit organization, donations are the lifeblood of your mission. With the support of donors, it can be easier to make a meaningful impact in your community. One of the most effective ways to collect donations is through a donation page on your website.
Keep it Simple
When designing your donation page, it’s essential to keep it simple. Visitors should be able to navigate your page quickly and understand how to donate. Avoid cluttering your page with extra information or distracting gr...
Savings Bonds 101: Everything You Need to Know
Savings bonds are investment opportunities the American government offers to people who want to save money at low risk. The bonds are a loan to the government, and the government promises to repay the bond with interest later. Savings bonds are available in paper and electronic formats and sold in denominations ranging from $25 to $10,000.
The interest rate is set at the time of purchase, and it will not change over the bond’s life. The interest is added to the bond’s value and paid out when ...
How to Create the Perfect Financial Report for Your Nonprofit
A nonprofit financial report is a critical document that showcases an organization’s fiscal responsibility, transparency, and impact. A well-crafted piece can help maintain donor trust, ensure regulatory compliance, and aid in effective decision-making by the board and management.
Understanding the Purpose of a Financial Report
The primary objectives of a nonprofit financial report include demonstrating fiscal accountability and transparency to stakeholders. Ensuring compliance with legal and...
5 Steps to Becoming More Financially Independent
Achieving financial independence is a goal that many people aspire to, but it can feel overwhelming and unattainable. However, with simple steps and planning, anyone can achieve financial independence.
Create a Budget
The first step to becoming more financially independent is to create a budget. A budget allocated income for housing, food, transportation, entertainment, and savings expenses. Creating a budget will help identify areas of overspending and find ways to cut back. It can also help...
Tips for Using Social Media at Your Nonprofit
Social media is a potent tool for nonprofits to connect with supporters and raise awareness for their cause. However, effectively using social media can be challenging, especially for those needing to become more familiar with the various platforms and their unique features. In this article, we’ll explore some tips for using social media at your nonprofit.
Identify Your Goals
Before you start using social media, you must identify your goals. What do you hope to achieve through social media? D...
How to Connect More Closely With Your Donors at Your Nonprofit
Nonprofits rely heavily on the generosity of their donors to support their missions and positively impact the world. While donations are crucial for the sustainability of a nonprofit, it is equally important to connect with donors personally to foster a more profound sense of engagement and commitment. Here are some tips on connecting more closely with your donors at your nonprofit.
Donors want to know contributions are valued and make a difference. Therefore, it is essentia...
Tips for Investing After Retirement
Retirement is a significant milestone in life, and it can substantially change your financial situation. Whether you have a healthy retirement nest egg or a more modest one, it’s essential to consider how you invest your money during your retirement years.
Determine your income needs
The first step in investing after retirement is determining how much income you need to support your lifestyle. This will depend on several factors, including your expenses, health, and retirement goals. Once you...
A Guide to Investing in Movies
The lure of Hollywood has people flocking to its parties and the rich and famous. It also brings with it the opportunity to get involved in making movies. Before, only the very rich could get into the business of making films. There are many ways for people to get involved in the industry. Below is a comprehensive guide for investing in the film industry.
Considerations you should take before investing
Before investing in a film, make sure that you thoroughly research the project. Doing so wi...
Nonprofits That Support Other Countries in Poverty
Despite the surplus that the world produces, poverty still remains an unfair reality for most people. Fortunately, numerous organizations are working to end poverty. Today, we’re going to be talking about which are the best charities to help alleviate global poverty.
Innovations for Poverty Action
Innovations for Poverty Action (IPA) is a policy and research organization that seeks to find and promote solutions to the world’s most persistent poverty issues. Its programs bring together decisio...
How Small Businesses Can Support Nonprofits
Small businesses and nonprofit organizations often have a beneficial relationship. Nonprofits can ask for donations, and companies can sponsor their projects. These organizations also need volunteers, and companies can help by donating their time and manpower. Although many small businesses do not have social responsibility programs, they can still help nonprofit organizations. In this article, you’ll learn how small businesses can support nonprofit groups.
Why not host a volunteer ...
Investing Trends in 2023
The year 2022 has been full of challenges for investors, with rising interest rates, geopolitical tensions, and the potential onset of a recession all contributing to the volatility. Looking ahead to 2023, many questions remain unanswered. These include what will happen to the economy and markets and how these factors will affect asset allocation.
Experts have conducted extensive research and analyzed data to develop a list of investment trends that will be interesting to watch in 2023.
Common Investing Myths
Anyone can achieve success in investing, but newcomers often need help figuring out where to start. To further complicate the issue, many myths surround the investing world. The majority of investors are regular people who don’t allow widespread misunderstandings to prevent them from getting started. Here are several misconceptions about investing.
You Need a Lot of Cash to Start
It is believed that a significant sum of money is required to create any investment account. The truth is, many do...
An Outlook for Charitable Giving in 2023
Nonprofit organizations rely heavily on fundraising to carry out their missions. Looking ahead, the focus will be on bringing in new contributors, keeping those they already have, and demonstrating and expanding their influence. Here are some trends in nonprofit fundraising and communications to keep an eye on in 2023.
Communication is the cornerstone of effective charity success. Storytelling is essential for keeping people emotionally invested in a cause. In order to r...
Ways to Financially Prepare for the New Year
Diets and exercise plans aren’t the only New Year’s goals. Sometimes the most critical aspect of your life is your money. This may be particularly true for you when 2021 comes to a close and COVID-19 substantially affects your wallet.
The new year is a fresh opportunity to improve your financial situation. Here are some resolutions to keep your bank account and wallet happier in 2023.
Learn How to Invest
While it may not be the most straightforward resolution on our list, investing is one of ...