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

April Showers Rain on the Markets

April 2022 was not kind to either bond or stock holders.  Stocks were down significantly, and in what has been a pattern this year, bond markets did not provide any relief and were down as well.  The predominant concern of the market remains inflation and is causing consternation regarding future economic health, the consumer’s ability […]


Inflation is Driving the Bus

As the markets closed the first quarter, one item of concern was above all others: inflation.  Persistently higher prices across nearly all categories are creating ripple effects that caused a pause in the strong markets seen since March 2020.  Markets were able to rally off the low point as March was a positive month for […]


Market Reflection

Contrarian Investing

Stock market investors can often act with herd mentality.  When prices are rising, investors begin buying more aggressively for “fear of missing out (FOMO)”.  When stock prices are falling, investors sell as they feel there is no bottom.   Contrarian investing, on the other hand, means holding a viewpoint that goes against that general consensus or […]


Market Corrections

The US stock and bond markets have entered correction territory, defined as a 10% or greater decline. The S&P 500, as measured by the iShares Core S&P 500 ETF (IVV), has fallen 13.08% year-to-date. The US aggregate bond market, as measured by the iShares Core US Aggregate Bond ETF (AGG), has fallen 10.41% year-to-date.1 The primary […]


Benefits of Buffered Solutions

After a relatively calm year in 2021, market volatility has increased this year. The Chicago Board Options Exchange Volatility Index (VIX), a widely used measure of market volatility, has been higher in 2022 as uncertainty about economic activity has risen. One reason for this volatility has been the rapidly rising inflation environment. These price increases […]