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

Second Quarter Review

The second quarter was a microcosm of the previous three quarters.  The quarter began with U.S. stocks trading higher into unchartered territory.  The euphoria was short-lived as expanded tariff concerns took center stage in May.  This resulted in a swift 6.5% stock correction.  Enter June and new market-friendly comments from the Federal Reserve sent the […]


Market Reflection

Tariff Déjà Vu

The stock market has begun to correct (yet again) with recent news from the White House for additional tariffs on Chinese goods.  According to Reuters, once the new tariffs take effect on September 1st, 2019, virtually every import coming to the U.S. from China will have some sort of tariff on it.  The current correction […]


PMI and Flash PMI Indicators

Economists often look to an indicator called the Purchasing Managers’ Index (PMI) as a directional indicator of the economy. The indicator is an indexed summary of surveys completed by corporate purchasing managers as to how they feel about metrics such as new orders, factory output, employment, inventories, delivery times, etc. They usually give answers that […]