Generational Vault


Generational Vault is a virtual “safety deposit box” for you to upload important documents, memories and view financial information. Generational Vault is your internet-based tool offering a comprehensive view of your financial picture.


Client Account Values
If you are challenged with multiple accounts and statements, the Generational Vault can be your solution. The system is designed to update with your investment values on a daily basis, complete with charts and graphs to illustrate them. Now, you can easily monitor your entire portfolio to ensure your investments continue to meet your objectives.


Financial Reporting
Net worth and cash flow statements are fluid. As life changes, so does your net worth and cash flow. With the included financial reporting tools, you can see an up-to-date snapshot of your financial life. This will help you make decisions about budgeting and investing to achieve financial success.


Online Storage and Security
Organize your personal documents and financial statements with the Generational Vault. It was designed to serve as an online filing cabinet. You and your financial services professional at Jones & Associates will be able to upload personal financial documents to your virtual vault. Viewable 24/7 from anywhere with an internet connection, you can always access your most important information.



Market Commentary

Fourth Quarter Market Review

When this year began, no one foresaw the unprecedented events that would shape a year like no other.  The pandemic changed our lives, jobs, economy, and portfolios in ways never imagined.  Despite the turmoil, society quickly adapted to the new landscape by changing our social behaviors and embracing new technologies.  While small businesses took the […]

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Election Eve

It’s finally here.  The long-awaited 2020 Election Day is upon us and the final election results and the eventual policy decisions may impact the economy and the markets for years to come.  The markets seem to be a bit on edge as the pending election can still move us in a variety of directions.  Besides […]

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Market Reflection

Impact of Inflation

As the economy continues to rebound, and as fiscal and monetary stimulus continues, the questions regarding these actions and their effects on inflation are becoming more prevalent.   Several economists are now predicting inflation will rise over the course of the next few years, and if true, this will have a significant impact on investor portfolios. […]

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Georgia Runoff Implications

The special runoff elections to determine the Senate seats in Georgia have concluded with both Democratic candidates winning their races.  As a result, the United States Senate will be split – 50 Republicans and 50 Democrats – with the tiebreaking vote going to the Vice President and giving the Democrats a slim majority.   With Democrats […]

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2020 In Review

Many investors easily forget certain years or vaguely remember an event or two, but 2020 will certainly be among those years investors won’t forget.  From an investment standpoint, the S&P 500 has outperformed its historical average gaining 14.81% through the close of December 18.  However, what makes 2020 unforgettable is the global pandemic that began […]

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