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    Private Mortgage Solutions

    Priceless home buying experience and special attention that comes standard.

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    Private Savings

    Premium rates, flexibility and a dedicated Private Banker.

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    Investment Management

    Implement your investment strategy with a team who understands you.

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    Investment Management

    Implement your investment strategy with a team who understands you.

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WEALTH

Market Insights

Commentary and economic data from our financial advisors will help you navigate the business landscape with thought-provoking sessions filled with valuable observations and vision.
2026 Economic & Financial Market Outlook

In this recent presentation, Anthony Valeri, CFA® and Director of Investment Management, explored key macroeconomic themes and the factors shaping stock and bond markets for 2026.

- 01/21/2026

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Fall 2025 Economic & Financial Market Outlook
In this recent webinar, Anthony Valeri, CFA® and Director of Investment Management, gave a timely presentation on the themes driving markets today. The session concluded with a Q&A session with Anthony and Rebecca Robinson, Head of Zions Wealth.
 
- 10/16/2025
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Market Moment - September 2025
The S&P 500 has roared back since the April lows, but it’s created some concentration issues that merit a closer look, according to our Director of Investment Management Anthony Valeri CFA®. In this Market Moment video update, he offers insights into the S&P 500, its composition and why diversification is more important now for investors.
 
- 09/17/2025
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2025 Mid-year Outlook
In this 30-minute webinar, Director of Investment Management Anthony Valeri, CFA® provides an update on the economy and financial markets at the mid-way point of 2025 and an outlook for the remainder of the year.
 
- 06/25/25
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May 2025 Market Moment

In this Market Moment video update, Zions Wealth Director of Investment Management Anthony Valeri discusses why the municipal bond market could be an attractive entry point for investors looking for high-quality income.

- 05/20/2025

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Market Moment - April 2025
Zions Wealth Director of Investment Management Anthony Valeri, CFA reviews the economy and financial markets during the first quarter and offers an outlook for the second quarter and beyond.
 
- 04/16/2025
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Market Update - April 2025

Our Director of Investment Management Anthony Valeri, CFA shares his thoughts on recent market volatility and tariff news.

-04/08/2025

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Market Moment - March 2025
The recent decline in consumer confidence and an ongoing selloff in the equity market — and what it means for investors — are the focus of our latest Market Moment video with Anthony Valeri, director of Investment Management for Wealth and Fiduciary Services.


- 03/11/2025

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Market Moment - January 2025
In this 30-minute webinar replay, our Director of Investment Management Anthony Valeri provides insights for investors as the new year gets underway. 
 
- 01/22/2025
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Market Moment - November 2024
On the heels of the presidential election, our Director of Investment Management for Wealth and Fiduciary Services Anthony Valeri CFA takes a deep dive into historical stock performance and GDP growth by presidential administration and political party.
 
- 11/13/2024
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Q3 Economic Update
Our Director of Investment Management Anthony Valeri, CFA  provides a recap of the past quarter and evaluates the final months of 2024, helping to keep you informed as we navigate through an election year.
 
- 10/16/2024
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Market Moment - September 2024

Our Director of Investment Management for Wealth and Fiduciary Services Anthony Valeri  offers insights on how a Fed decision to cut interest rates could impact the trajectory of stocks and bonds.

- 09/05/2024

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