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

Back on Track

On the heels of a terrible month in the stock market, the market righted itself keeping the wounded bull alive.  The fourth quarter’s swift and painful stock correction proved an opportunity to buy stocks at clearance prices.  The New Year brought renewed hope as interest rates remained stable and stock prices began to rise from […]


Market Reflection

A Housing Market Update

Residential home construction and transaction activity are very important components of the US economy.  To gauge the health of the housing market, various sources provide data that give us a glimpse of construction activity, home sales, pricing trend analysis, and the direction of stock prices for companies reliant upon housing. Housing Starts Housing start data […]