U.S. Bank Building Black Wealth Insights Study finds Black Americans are deeply committed to helping their families and communities financially, and leaving a legacy.
Read media release and find out more

Market activity center
Market news: Timely insights

Stay informed and up to date on current market activity and quarterly investment outlooks.

Browse all updates

New resource center
Bridging the wealth gap among diverse communities

We are committed to understanding and supporting diverse communities through programs, products, services and education that deliver lasting change.

Browse insights

Featured topics

 

Tax planning and preparation resources

Tax planning and preparation doesn’t have to be confusing. These resources can help you maximize your benefits as you work with your tax preparer.

Browse all

IRA resources and education: Learn about IRAs

Retirement savings tools, such as IRAs, form an integral part of your financial plan. Explore how the different types of IRA can help fund your retirement.

Learn more

Retirement planning toolkit

Whether you’re just starting to save, close to retiring or already retired, we're here to help you work toward the retirement you want.

Browse insights

Market analysis
May 23, 2022

Our proprietary economic Health Check indicates continuing growth in the U.S. and developed foreign markets, though slowing from levels of peak acceleration.

Get the details

Q2 investment outlook

We see strong prospects for continued economic recovery this year, despite market volatility stemming from high inflation, evolving Federal Reserve policy and the ongoing geopolitical conflict in Europe.

Get the outlook

How TIPS bonds can protect against inflation

Treasury Inflation-Protected Securities may help safeguard your portfolio against the effects of rising prices, but they do include risks.

Continue reading

Financial planning

 

Financial planning
Q&A: How to manage your money

Explore our answers to your biggest money questions.

Start browsing

Philanthropy & charitable giving
Tax deductions on charitable donations

There are many ways to “share the wealth,” but careful planning can make a difference.

Continue reading

Business owners
6 tax considerations when selling your business

Sale price is important, but more important is how much you’ll retain from the sale. The biggest variable is how taxes will impact the transaction.

Read more

Planning for retirement

 

How 7 common sources of retirement income are taxed

Don’t overlook the impact of taxes as you plot out your retirement income strategy.

Continue reading

Taking advantage of catch-up contributions

Catch-up contributions helps those 50 and older allocate more money to their 401(k) or IRA annually.

Watch video

Consolidating retirement accounts: 4 steps to take

Keeping track of your retirement accounts can be a challenge. Following these four steps can help you feel more in control.

Continue reading

Trust & estate planning

 

Generation-skipping tax: How it can affect your estate plan

The GST exemption allows you to “skip” a generation of heirs when handing down assets.

Continue reading

What does it mean to leave a legacy?

Increasing numbers of people want their financial plan to reflect their values. Our eBook covers three strategies for how to build an enduring legacy that does just that.

Get the eBook now

What is a trust? Your guide to trust planning

Discover the process of setting up a trust and how it can help protect your family’s assets.

Read the guide

Women, money & influence

 

Career or caregiving? What to consider before leaving the workforce

The decision to leave your job to care for a child, aging parent or other family member isn’t easy. However, with careful planning, you can choose the best option for you and your loved ones.

Here’s what to consider

How to negotiate your salary

Three tips on how to navigate a sensitive workplace topic.

Watch the video

3 ways women can take charge of their financial future

These actions can help you be more engaged and confident in your financial decisions.

Read our tips