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

Rally On

After one of the best Januarys in the past three decades, stocks were able to build on to those impressive gains.  As a matter of fact, the Dow Jones Industrial Average has produced nine consecutive weeks of gains to begin the year.  This streak last happened 24 years ago.  The bond market found a period […]

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Market Reflection

Eurozone Caution

We discuss the US economy often because it is a critical component of our fundamental investment process. The profit growth of the companies we invest in is very much dependent on the health of the economy. Currently, the US economy is in good shape: 2019 real GDP is forecast to grow 2.3% Unemployment rates are […]

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