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

Trading Concerns

  In last month’s commentary posted on May 1st, we highlighted the fact U.S. stocks were trading at all-time highs and reminded investors market corrections are normal.  Unfortunately, the stock market wasted little time in generating a 6.4% correction.  Losses continued to mount as the month wore on with the major stock indices piercing their […]

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Market Reflection

Energy Market Update

As we have gone through the year, we have seen significant volatility in the energy markets.  Historically, oil prices are consistently more volatile than the overall stock market as the price per barrel can shift rapidly and aggressively based on sentiment shifts with the macroeconomic environment.  Although the companies within the Energy sector also tend […]

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