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Author Archives: Zions Direct
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
Top Articles of 2011
The year 2011 afforded many opportunities to examine and provide commentary on some pertinent – and at times divisive – issues in the realm of personal finance. The last twelve months have been tumultuous in the financial world. Read More
Learning About Trusts with Kevin Mikan
In this interview, Kevin Mikan of Western National Trust Company briefly discusses an important part of an estate plan – a trust. Discover what is typically held in a trust and find out who may need one and why. Read More
Estate Planning with Kevin Mikan
In this brief interview, Kevin Mikan of Western National Trust Company provides insight on some basic fundamentals of estate planning. Learn about his ‘Core of Four’ elements that are central to a well-planned estate. Read More
Learning About Minidoka County’s Bond Refinancing
Here at Zions Direct, we believe education can be empowering and that knowledge is often the cornerstone of success. This is the first in a series of investment-related educational videos we are releasing to enable this learning process. Read More
To the ‘Cheapster’ go the spoils
The race has officially begun for the title of the “Ultimate Cheapster” – an honor that comes with a $10,000 cash prize. Read More
Warren Buffett Gets Animated
Do you ever wish your children or grandchildren were part of a classified alliance of affluent youth? Perhaps you just wish there was a fun way to teach them about personal finance and responsible money management. Well, now there is. Read More
