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

Conflicting Signals

Investors would be forgiven for being a little confused at stock and bond markets this year. There are many conflicting signals that, when combined with the very recent and exceedingly difficult experience of 2022, can give investors a sense that it is far worse than the actual stock and bond performance would indicate.   The US […]


It’s Not as Bad as It Seems

Investors can be forgiven for being a bit shell-shocked by the events in the markets during the month.  After all, a fear of safety regarding deposits led to a bank run that caused two US financial institutions to collapse.  Further, interest rate volatility has been extreme during March, rising and falling swiftly as persistently high […]


Market Reflection

US Debt Ceiling

On January 19th, 2023, the United States reached the technical debt limit of $31.4 trillion.1  However, there are ways in which the US Treasury can continue to meet the financial obligations of the government without breaching the debt ceiling.  Now, Congress and President Biden are focused on reaching a deal to raise the statutory debt […]


An Update on the Banking System

An Update on the Banking System Due to the recent closures of Silicon Valley Bank and Signature Bank, financial companies across the globe have come under intense scrutiny.  While we can never be 100% certain that all issues are behind us, we do feel the banking sector is safe, depositors’ money is not at risk, […]


The Importance of Earnings

US public companies are required by the Securities Exchange Commissions (SEC) to report quarterly (every three months) earnings results. These earnings reports let investors examine the health of a company: including profitability, balance sheet strength, progress on their financial goals, and potentially for commentary on their outlook. Earnings results and company outlooks are widely used […]