The summer of 2020 is coming to a close, the pandemic lives on, and the election is now in the spotlight with both political conventions completed in unconventional fashion. Major U.S. stock markets achieved multiple new all-time highs in August and now show positive returns for the year. Investors appear to be looking right through […]Read more...
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.
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.
When the market experiences a pullback, it can be quite unnerving. However, stock market pullbacks, declines, and drawdowns are a natural part of the investing lifecycle and are quite common. Small declines can always feel like the beginnings of a larger downslide in the markets but over time many end up being small bumps on […]Read more...
At Gradient, we believe in diversification as a risk mitigation strategy. This includes not only asset class diversification, like stocks and bonds, but also diversifying within asset classes. For stocks, this could include U.S. large-cap versus U.S. small-cap, value versus growth, and of course, U.S. versus international stocks. In the sections below, we will show […]Read more...