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.

Market news

U.S. Bank market and economic updates »

 

Archive

The investment markets with a new administration article

After an election, how should investors view the change in administration? U.S. Bank offers an assessment of how election results may impact the stock market.

How the COVID vaccines affect the economy and the markets article

What should investors prepare for as the COVID vaccine is distributed through 2021? U.S. Bank assesses how the vaccine may influence the market economy.

How Biden income tax policy changes could affect you article

New leadership in the White House and Senate may bring a change in tax policy. Here’s how Biden’s tax policy could affect tax rates and brackets in 2021.

Considerations for family legacy planning article

These steps can help you create a legacy plan that both reflects your values and incorporates tax-efficient ways to transfer your assets.

Family inheritance: Does fair mean equal? article

A variety of factors can impact how you distribute your estate to your beneficiaries. Doing so fairly and equitably may require some creative thinking.

How to become a philanthropist article

Progressing from a “checkbook” donor to a philanthropist can be one of the most rewarding privileges of wealth.

Is it time to add an outside perspective to your family business board? article

Bringing on independent, objective advisors can help in making the tough decisions necessary to move your business forward.

What is greenwashing in investing? article

Greenwashing is when businesses or funds in your investment portfolio don’t produce the environmentally sound products they claim to make. We outline how you can avoid it.

What is impact investing? article

Do you want to make a difference with your investments? You’re not alone. A recent study found that 77% of investors want to instill their personal values into their portfolios.

Podcast: Historical Imagination for Family Preservation article

Every family has a unique history that plays an important role in leaving a legacy. In this podcast with Family Office Exchange, Karen McNeill, our Senior Family Historian, explains how history sets the foundation for lasting family preservation.

 

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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.