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The best way to have a good idea is to have a lot of ideas.
Linus Pauling Categories
Category Archives: Education
Choosing Your Financial Rollercoaster
With all the “E’s” that tend to drive consumers’ feelings about the market: economy, Euro Zone, employment, election, energy prices—discover why it is important to put emotion aside when it comes to asset allocation. Read More
How Bonds Can Improve Your Morning Commute
Public transportation is a staple in many cities across the country and around the world. Find out how the Utah Transit Authority is using funds generated by the issue of municipal bonds to expand their rail services. Read More
Tools to research 529 college savings plans
Nearly all states offer 529 plans, popular ways to save for a child’s future college expenses. The plans allow withdrawals for college expenses that are free of federal taxes. Two-thirds of the states also extend state tax deductions or credits to residents enrolling in their 529s. Read More
University: Asset Classes
Learn about several of the asset classes available to investors, like equity securities (stocks) and debt securities (bonds). This educational video is part of Zions Direct University’s Beginner series for novice investors. Read More
Building a Bond Ladder with Larry Denham
Using a bond ladder is just one fixed income investment strategy. Learn how to create a bond ladder, as well as the potential pros and cons of using one, in this brief educational video. Read More
Schwab daughter: Financial literacy starts at home
Growing up with a financial services icon for a father surely gave Carrie Schwab-Pomerantz an inside advantage in learning about money. After all, she got to constantly “talk to Chuck,” as the long-time advertising slogan for Charles Schwab & Co. urges. The real Chuck, Charles R. Schwab: company founder and chairman, pioneer in the discount brokerage business, and Dad. Read More
The Bond Store with David Hemingway
Don’t see the securities you’re looking for in the Zions Direct Auctions? Learn how Zions Direct’s Bond Store allows you to search through over 30,000 offerings of municipal bonds, corporate bonds, FDIC-insured CDs, and other securities. Read More
US college grads get older, shift workplace trends
Americans 60 or older are more likely than ever to have college degrees, helping redefine work and retirement as educated baby boomers swell the senior population at rates faster than young adults earn diplomas. Census figures released Thursday, February 23, highlight changes in U.S. college completion, which reached a high of 30.4 percent last year. Read More
Business Performance Series — Part 1 (Rob Jeppsen)
There are six things that a business needs to do in order to become a world-class sales organization. Rob Jeppsen, Senior VP of Commercial Loan Sales with Zions Bank, introduces these points in this first of seven videos. Read More
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
