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

Year-End Market Review

The year 2019 began with a strong rally in the stock market and ended in the same impressive manner.  Gains were realized across the board as all major asset classes fully participated in this rally making it one of the best years in a great decade for the financial markets.  Annual stock returns around 30% […]


Market Reflection

Historical Performance Following Strong Years

The annual ritual for investment professionals at year-end and beginning of the following year is to summarize the previous year and plan for the next.  The most common question and concern for 2020 revolve around what happens to the stock market following a large positive return in 2019. As we turn the calendar and focus […]


Market Participation and Protection

The most recent 2 years in the US stock market have given investors many iterations of fear and concern.  Whether that has been fear of various actions creating falling markets or fear of missing out on strong markets, investors have had many things to ponder and determine actions going forward.  While issues can always seem […]