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

Auctions: Navigation & Layout

Are you interested in learning how to use Zions Direct’s innovative auction platform to help determine the yields and prices of the securities you purchase? Find out how to navigate the online auction process as a bidder in this brief, step-by-step tutorial from Zions Direct. 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