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Wesley Oler IV

Wesley Oler IV

New York City - New York

Wesley Oler IV lives in New York, New York where he’s enjoyed a substantial career in investment, an interest that was sparked in college. Throughout his career of nearly four decades as an investment professional, Wesley Oler IV specialized in advising clients with high net worth

20 articles

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Articles by Wesley

2021

6 articles
Retirement Investing for Beginners
-3 min readen

Retirement Investing for Beginners

To get the most for your retirement savings, you have to leverage tax-advantaged retirement savings accounts fully. The 401(k) plan is perhaps the most popular retirement savings vehicle. Designed to...

Donating Cryptocurrency to Charity
-2 min readen

Donating Cryptocurrency to Charity

If you’re into cryptocurrency, you might be saving a lot of it for a later date. However, you can help others with the cryptocurrency you have right now. To help others, you’ll want to donate to chari...

How to Socially Distance and Volunteer
-2 min readen

How to Socially Distance and Volunteer

To socially distance, you do not have to end involvement with other people. Even though in-person gathering poses a threat, you can still volunteer without risking transmission of COVID-19. Here are w...

Stock Investing for Beginners
-2 min readen

Stock Investing for Beginners

When you're new to investing, one of the places you'll look for opportunities is the stock market. But the stock market can be full of high-risk ventures. If you want to reap the rewards, you'll need...

2020

12 articles
Investing After COVID-19
-2 min readen

Investing After COVID-19

COVID-19 has made significant changes to society. It's not just the medical sector that's been affected. Education and many office jobs have primarily shifted to online platforms. Many small businesse...

6 Tips to Know Before Investing in Stocks
-2 min readen

6 Tips to Know Before Investing in Stocks

Sports are won by those who focus on the playing field, not by players who are hypnotized by the scoreboard. Stocks and real estate have proven to be the real deal in the investment arena. Stocks gene...

Investing Factors That Define Success
-2 min readen

Investing Factors That Define Success

Good investments lead to more wealth. Unfortunately, investing sounds like a big word to most people, and it scares them. Hence the reason most people are not financially independent. This article eli...

Roth IRA or a 401(k)? Which to Choose
-3 min readen

Roth IRA or a 401(k)? Which to Choose

Two of the best options Americans have for saving for retirement are the Roth IRA and the 401(k) . Both offer tax advantages. Both allow American workers to save for the future. Which is better depend...

3 Stocks in 2020 With the Highest Ceilings
-2 min readen

3 Stocks in 2020 With the Highest Ceilings

2020 has been a record year for the stock market, at least in terms of volatility. Though the final quarter of the year still faces uncertainty, stock market investors can—and should —still take advan...

The Different Roles That Leaders Play
-2 min readen

The Different Roles That Leaders Play

What do you think when you hear the word leader ? For many people, an all-imposing figurehead comes to mind rather than a specific task or role. Being a leader isn’t a universal role that someone has...

How To Combat FOMO When Investing
-3 min readen

How To Combat FOMO When Investing

FOMO, short for fear of missing out, is a type of social anxiety that grips everyone. Perhaps it is slightly more common among investors who want to make sure they are making as much money as possible...

3 Tips To Guard Your Investments
-3 min readen

3 Tips To Guard Your Investments

With the stock market becoming more stable and the advancements of technology allowing anyone to invest easily, it would seem that your investments are safe. However, this couldn’t be farther from the...

2019

2 articles
How Volunteering Will Change Your Life
-2 min readen

How Volunteering Will Change Your Life

Most of us know the benefits when it comes to volunteering and how it changes the lives of the people in need. With that being said, there are still many opportunities to volunteer and the number of v...