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

Trying Times

These uncertain times are putting all of us to the test.  The coronavirus has temporarily changed our lives and our economy in ways we never thought possible just two months ago.  While the pain and anxiety are real, it is important to realize this pandemic is a comma and not a period.  This pause in […]


Market Reflection

Growth Versus Value Stocks

2020 has been a year of dramatic swings in the US stock market, with a decline from all-time highs on Feb 19, 2020 to down over 30% in just over a month and a 30% rally off the March bottom.  Within this timeframe, there has been a large divergence in performance between stocks that have […]


The Rise of Unemployment

The unemployment rate is a key economic indicator that provides insight into the health of the U.S. economy.  Understanding the trends of unemployment, and what comprises the rate, is important to determine the general direction of economic growth.  The unemployment rate measures the percent of the labor force that: Does not currently have a job […]