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

Down This Road Before

Over the trailing twelve months, the U.S. stock markets experienced three distinct corrections.  Each of these corrections were preceded by the major U.S. stock indices reaching new all-time highs. In the fourth quarter of 2018, a combination of higher short-term interest rates, hawkish comments from the Federal Reserve, a looming inverted yield curve, trade tensions […]

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Market Reflection

2019 Elite Advisor Forum Recap

Last week, Gradient Investments held its annual Elite Advisor Forum.  In this forum, we gather advisors and experts from across the country to discuss hot button topics in markets and trends in the asset management business.  Here are some of the topics discussed. The Search for Yield The search for income in a negative rate […]

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Market Volatility Perspective

The stock market has had an increase in the level of volatility over the past several months.  Generally, more volatile markets can have a negative impact on the psyche of investors because of the perceived possibility of greater loss. The reality is there are always fluctuations in the stock market and bursts of volatility are […]

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