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

Earnings Season Once Again

Third-quarter earnings season will thankfully return investors focus back to market fundamentals.  Corporate revenues and profits can sometimes get lost in the market noise, but they are the ultimate long-term drivers of stock prices and valuations.  This quarter’s earnings results are especially important as they will set the stage for next year’s expectations and the […]


Market Reflection

Insights From Q3 2019 Earnings Season

The US market is nearing the end of the earnings season for the third quarter.  As of Friday, November 8th, roughly 90% of S&P 500 companies have reported.  Based on data thus far, third-quarter earnings declined 2.4% year over year, largely due to declines in Energy and Materials stocks.  However, companies are generally beating expectations […]