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

Shots and Spending

The markets had another relatively strong month in March.  It has now surpassed a year since the severe market correction due to initial COVID-19 shutdowns, and the one-year return data is beginning to reflect the significant comeback we have witnessed in the stock market.  The S&P 500 and Dow Jones indices are both up over […]


Full Steam Ahead

As we are nearing the end of winter and the beginning of spring, optimism among investors seems to relay an expectation of sunnier days ahead.  With continued stimulus measures from the government combined with a new vaccine entrant in the battle against COVID, market performance has clearly favored assets levered to recovery at the expense […]


Market Reflection

Stock Market Checklist Update

Last fall, Gradient Investments published a Market Reflection titled, Stock Market Checklist, which discussed key factors in determining whether the rally in the stock market could continue from the COVID induced lows of March 2020. Factors we believed would determine the future direction of the stock market included: Status of COVID with regards to vaccines and […]


FOMC Meeting Review

The Federal Open Market Committee (FOMC) is the monetary policymaking body of the Federal Reserve System. The FOMC is composed of 12 members–the seven members of the Board of Governors and five of the 12 Reserve Bank presidents. On March 16-17, 2021, the FOMC held one of their eight regularly scheduled meetings, and the decision […]


Style Rotation in the Stock Market

Over recent weeks, the stock market has continued to rebound off the lows set back in March 2020, but a shift has occurred in what is leading the performance. Growth stocks, which have outperformed over a decade and were particularly strong in 2020, have recently been weaker compared to value stocks.  This rotation has caused […]