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

Value Stocks Driving the Bus (For Now)

Stocks have been strong in 2021 across nearly all regions and sectors.  As markets have hovered around all-time highs, one prevalent trend is value stocks outperforming growth stocks.  The S&P 500 Value ETF (IVE) has returned 17.63% in 2021 while the S&P 500 Growth ETF (IVW) has returned 8.19%.   This trend is relatively new, as […]


Rolling Along

Stocks continued to show positive returns in April as company earnings reports began to prove what was widely anticipated – the U.S. is recovering and growing.  Most indications of business fundamentals – whether recent positive economic data or a significant number of companies exceeding their estimates – suggest that the US economy is rebounding to […]


Market Reflection

Record Earnings Surprise

The first quarter of the 2021 earnings season has concluded and the results once again surpassed expectations by a wide margin. The strength of the recovery in the overall economy has driven record earnings surprises which have beaten even the most bullish forecasts over the last year. For just a bit of background: each quarter […]


The Current Inflationary Environment

A recent hot topic of discussion in the markets recently is the expectation of rising inflation and how it will affect both bond and stock markets going forward.  As most popularly measured, the Consumer Price Index (CPI) and the Inflation Rate are one in the same; they reflect the percentage change of the price for […]


Investing at All-Time Highs

The stock market, as measured by the S&P 500, recently set all-time highs. Existing investors have most certainly benefited from the rally, but others are left wondering if they have missed the boat.  While no one has a crystal ball or can predict the future with 100% accuracy, history has shown investing at all-time highs […]