The Center for Wealth Impact

Welcome to the Center for Wealth Impact — Ascent’s virtual consulting cooperative for knowledge and thought-leadership development.

The Center for Wealth Impact (CWI) is where our experience and research — generated inside our organization and gleaned from the world’s leading experts — come together to drive everything we do.

What emerges from CWI translates into smart options, accurate decisions and impactful action to allow you to change your world in the ways you desire.

Archive

Addressing the complexities of communication and family learning article

Families that have accumulated significant assets want to know how to best prepare the “rising generation” to help them maximize the benefits available to them, while also minimizing the unique challenges that occur when navigating the world of wealth.

Structure for Success: Q&A with Ascent President John Zimmerman article

John Zimmerman, Ascent President, shares how Ascent helps families grow financially, power a shared vision and seamlessly transition wealth from one generation to the next.

Women and Wealth Series Part IV: Women Entrepreneurs article

The final installment of how women and wealth have the potential to transform the economy.

Women and Wealth Series Part III: Women and Investing article

Throughout the month of March Ascent’s Family Historian, Karen McNeill, will take a look at how women and wealth have the potential to transform the economy.

Women and Wealth Series Part II: Women and Philanthropy article

Throughout the month of March Ascent’s Family Historian, Karen McNeill, will take a look at how women and wealth have the potential to transform the economy.

What is a

Amy Zehnder, a strategic wealth coach for Ascent Private Capital Management of U.S. Bank, explains the purpose and role of a "wealth coach."

Women and Wealth Series Part I: Women and the great wealth transfer article

Throughout the month of March Ascent’s Family Historian, Karen McNeill, will take a look at how women and wealth have the potential to transform the economy.

You actually can afford to fail (intelligently) article

Why families should allow intelligent failures — taking cues from entrepreneurs and organizations.

Recent events article

Ascent hosts and engages in exclusive events designed to enrich, intrigue and inspire.

Market and economic update article
Week of August 19, 2019

Do last week’s price swings combined with 3 straight weekly losses for the S&P 500 suggest that volatility is becoming the new normal? #MarketVolatility

3Q 2019 investment outlook: 2019's second act begins to unfold article

Key takeaways from our 3Q 2019 investment outlook.

Stock market volatility continues on recession fears article
August 14, 2019

Expert analysts at U.S. Bank have guidance on the 10-year U.S. Treasury yield falling below the 2-year yield for the first time since June 2007. Get advice on what to do next.

Trade tensions between China and the U.S. intensify article
August 5, 2019

Set against the backdrop of escalating trade tensions between the U.S. and China, the S&P 500 declined 3% Monday – its worst one-day drop since February 2018.

Trade and interest rates bring volatility, but economic momentum remains key article
August 2, 2019

After ending last week at an all-time high, the stock market had its largest weekly loss of 2019 and volatility spiked. This was due in large part to trade policy and uncertainty over interest rates, but how this affects U.S. growth is what we’ll be watching.

Fed cuts interest rates for the first time in over a decade article
July 31, 2019

The Fed reduced the target policy rate percent today. They also indicated openness to further rate cuts as needed, citing softening global economic activity and uncertainties to the outlook. Learn more from the experts at U.S. Bank.

How the SECURE Act may impact tax-deferred retirement accounts article
May 30, 2019

For the first time in over a decade, the U.S. Congress is working to make major changes to tax-deferred retirement accounts.

 

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U.S. Bank and its representatives do not provide tax or legal advice. Your tax and financial situation is unique. You should consult your tax and/or legal advisor for advice and information concerning your particular situation.

Wealth Sustainability services are not fiduciary in nature, and Ascent serves in a non-fiduciary role when providing these services. Wealth Sustainability services may include strategic wealth coaching services in order to facilitate your self-assessment of wealth sustainability issues. Ascent does not engage in the practice of psychology.