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

Women and Wealth Series Part III: Women and Investing article
March 15, 2019

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
March 3, 2019

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
March 1, 2019

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 March 11, 2019

Market sentiment appeared to shift to a negative tone last week, despite a more “dovish” stance from the European and U.S. central banks. The negative tone appears to be catching up to economic data and forward earnings growth.

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.

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.

 

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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.