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 complete financial picture. Please watch the informative video to the right.

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 with charts and graphs depicting results. Now, you can easily view the whole portfolio to make sure your investments are doing exactly what they are supposed to do.

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 Vaulting and Storage
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 Premier Wealth Management will be able to upload personal financial documents to your virtual vault. Viewable 24 hours a day and seven days a week, you can always access your most important information … all you need is internet access.

Market Commentary

Fed Changes Tune – Market Changes Tone

The Federal Reserve has been in the spotlight since the start of the fourth quarter.  On October 3rd, with the U.S. equity markets flying high, Fed Chairman Powell commented on the Fed’s current monetary policy.  He opined that the Federal Reserve was “a long way” from neutral, implying a steady diet of future rate hikes.  […]


Market Reflection

Correction or Crash?

After a strong 2017, global market returns through the first week of December 2018 have been frustrating. The S&P 500 and the Dow Jones are roughly flat through 12/7/2018, but most everything else around the globe is down for the year. In the US, growth stocks are outperforming value stocks. International Developed and Emerging Market […]