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

Virus Spreads Market Fear

The last two weeks of January hinted that the coronavirus might negatively impact the financial markets.  The late January sell-off was mild and U.S. stocks quickly reversed course and rose to new all-time highs by mid-February as employment and manufacturing numbers showed strength.  Shortly thereafter, some companies began to publicly quantify the negative financial impact […]

Read more...

Market Reflection

Recent Fed Actions

The Federal Reserve or “The Fed”, the central bank of the United States, is taking dramatic action in an attempt to stabilize the financial markets.  Actions taken by the Fed have not been seen since the 2008 financial crisis and they have several tools to assist them in stabilizing markets.  The two they’ve implemented recently […]

Read more...