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

You actually can afford to fail (intelligently) article

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

Wealth Planning | Video article

Wealth planning is only one part of long term wealth sustainability. Michael Malakoff, managing director at Ascent Private Capital Management, talks about the two other pillars of financial success. 

Coaching | Video article

Behind every successful family is a good leader. Amy Zehnder, managing director at Ascent Private Capital Management, talks about helping family members develop as leaders and individuals.

Recent events article

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

Market and economic update article
Week of January 14, 2019

The stock market gained last week, despite modestly softer economic data. As we head into earnings season, markets are likely to focus on corporate earnings forecasts.

2019 investment outlook: A more balanced view forward article
Week of December 17, 2018

As we look ahead to 2019, prospects for the coming year look a bit less clear than has been the case in recent years.

January 3, 2019

The stock market continues to be volatile as we enter 2019 and news flow has been negative.

Capital market update: Volatility persists - Historical context for investors article
December 20, 2018

The overall capital market landscape remains turbulent, with major domestic and international indices marking new lows for 2018.

Bank loan market: Caution warranted due to softer credit quality article
November 7, 2018

Our positioning remains neutral, with a cautious bias on the high-yield category (which includes bank loans, as growing risks in the loan market warrant caution, despite strong recent performance.

 

Investment products and services are:
Not a Deposit   •   Not FDIC Insured   •   May Lose Value   •   Not Bank Guaranteed   •   Not Insured by any Federal Government Agency

 
 

Equal Housing Lender Equal Housing Lender. Credit products are offered by U.S. Bank National Association and subject to normal credit approval. Deposit products offered by U.S. Bank National Association. Member FDIC.

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.