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Nearly every man who develops an idea works it up to the point where it looks impossible, and then he gets discouraged. That's not the place to become discouraged.
Thomas Edison Categories
Author Archives: Zions Direct
Private Banking and Liquidity with Stephanie Horne
With the state of the current economy, many people are concerned about liquidity, or how fast they can turn their assets into cash. Stephanie Horne, Senior VP with Zions Bank Private Banking, addresses the trend in this interview. Read More
Business Succession with Kevin Mikan
In this interview, Kevin Mikan of Western National Trust Company explains why it is necessary for business owners to have a succession plan. Find out how an exit strategy is just as much about planning for things to go right as it is trying to keep them from going wrong. Read More
Retirement Planning with Kevin Mikan
Kevin Mikan of Western National Trust Company discusses four important considerations for individuals and small business owners in this interview about retirement planning. Learn how saving more and early can contribute to a successful retirement. Read More
Learning About Budgeting with Cristie Richards
In this interview, Cristie Richards, discusses her experience as a budgeting mentor. Learn about two techniques that can help you and your family stick to your budget: the Spending Diary and the Envelope Method. Read More
How a Bond is Born
Ever wonder how cities raise funds for essential projects and services without breaking their budgets? One approach is to issue a municipal bond. This video examines how municipal bonds come to be by taking a look at how a bond is making the much-needed reconstruction of a fire station possible for the city of Holladay, Utah. Read More
Power of Attorney for Assets with Kevin Mikan
Kevin Mikan of Western National Trust Company rounds out his ‘Core of Four’ elements of estate planning in this interview about Power of Attorney for Assets. Discover the important role of the power holder and why it may be prudent to develop a succession plan. Read More
Types of Bond Sales
In this video about the way bonds are sold, Alan Westenskow and Alex Buxton – both of Zions Bank Public Finance – discuss the role of underwriters in the bond sale process, including how and why they are chosen. Read More
Power of Attorney for Healthcare with Kevin Mikan
In this interview, Kevin Mikan of Western National Trust Company defines Power of Attorney and discusses the role a Power of Attorney for Healthcare plays in estate planning. Learn how this document can preserve some important personal decisions. Read More
Revenue Bonds with Johnathan Ward
Learn what makes a municipal bond a revenue bond and discover how they are issued in this interview with Johnathan Ward, a Vice President with Zions Bank Public Finance. Read More
Learning About Wills with Kevin Mikan
In this third interview about estate planning, Kevin Mikan of Western National Trust Company explains another key document in the ‘Core of Four’ — a will. Find out how this can be the most important element for some individuals, as well as the potential consequences of not having a will. Read More
The Making of a Bond Election: The Granite High School Story
Your vote can make a difference in your neighborhood. Recently, a small community in South Salt Lake, Utah had the opportunity to vote on a general obligation bond that could potentially help re-build part of their community. Read More
A Woman’s Role in Managing Family Investments with Maria Recto
Discover the importance of women’s engagement in their family’s financial planning and learn how women can become more involved in the wealth management process in this interview with Maria Recto, a Vice President and Financial Advisor for Zions Wealth Advisors. Read More
Role of a Community Bank with LeeAnne Linderman
In this interview, LeeAnne Linderman, Executive Vice President of Branch Banking at Zions Bank, describes the sense of community that sets a “Main Street” bank apart from a “Wall Street” bank. Read More
Zions Direct Auctions with David Hemingway
Zions Direct offers a unique opportunity for individual investors to participate in auctions for various securities. Learn about the advantages of the auction platform in this interview with David Hemingway, Senior Investment Officer for Zions Bancorporation and Chairman of the Board for Zions Direct. Read More
Budgeting Basics with Cristie Richards
It should come as no surprise that managing debt and saving money are among individuals’ most popular New Year’s resolutions. If 2012 is destined to be your year for financial redemption, it may be helpful to begin by brushing up on some fundamentals. In this video, Cristie Richards discusses some budgeting basics. Read More
