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

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 […]


Third Quarter Market Review

The third quarter of 2020 supported both the bullish and the bearish case for the markets and left investors unclear as to where the fourth quarter might head.  The bulls were firmly in control in July and August as U.S. stock markets achieved multiple record highs after the best August performance in over three decades.  […]


Market Reflection

Thoughts on US Debt

Based on conversations with investors, a consistent worry is the size of U.S. government debt and what it will mean for market performance and everyday life for American citizens.  The information below will provide greater details on U.S. debt levels, where the money is directed, and Gradient’s thoughts on how this affects markets in the […]


Vaccine Update

The markets in 2020 have been defined by COVID-19 or the coronavirus.  Centered around the markets and their performance has been the restrictions to the economy in order to contain the virus and the timeline of reopening and the reengagement of activities that were part of our lives pre-COVID.  As restrictions around social distancing carry […]