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

Record Run

The positive stock market momentum continued throughout the month as economic and earnings news advanced equity prices to multiple all-time record high levels.  As always, some individual companies exceeded earnings expectations and others fell short.  In aggregate, the good news regarding company earnings and economic data outweighed the bad moving stock indices ever higher.  The […]


Market Reflection

Factors That Drive Stock Markets

Many factors can influence the overall direction of the stock market. The stock market, as measured by the S&P 500 index, advances and declines with changes in company fundamentals as well as investor sentiment about the future direction of a variety of factors. Below are just some of the factors that can impact the stock […]