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

Bonds are Interesting Again

We’ve been experiencing a stock market with higher-than-average volatility since January of 2022.  While this has garnered a lot of deserved attention, something else has happened along the way.  For those looking to earn a recurring level of income, bonds (and even relatively safe bonds) are now providing a worthwhile yield which provide a level […]


A Strong Start to a New Year

Stocks came out strong in January as attitudes regarding the economy and corporate earnings began to strike a more positive tone.  While it can be argued that not much has changed from a data perspective, investors clearly have reacted differently, and that sentiment change has driven markets higher.   Based on recent economic data, the […]


Market Reflection

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 […]


The Housing Market

Several trends have had significant influences on the housing market in the past few years.  First, the COVID-19 pandemic triggered a housing market frenzy that was fueled by the forced work from home phenomena combined with historically low-interest rates.  Further, supply of housing was lower than long term averages as a result of the continued […]