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

A Few Bumps in the Road

September saw the first real signs of weakness in the stock markets this year.  While the S&P 500 did not experience a 5% correction, many of the companies within the US market did experience corrections of 5% to 10% or more.  During times of correction, investors often search for reasons as to why markets are […]


The Rally Continues

The Rally Continues With August coming to an end, the US and international stock markets continued to grind upward with relatively low volatility.  There are certainly reasons for optimism, including continued low interest rates, strong employment trends, a healthy US consumer, and strong corporate earnings growth.  Thus far, investors have focused on positive trends and […]


Market Reflection

Is the 60/40 Portfolio Broken?

The economy is booming, interest rates are rising, and the equity markets are soaring, leaving bond performance lagging. The traditional 60/40 portfolio, which is simply a portfolio built of 60% stocks and 40% bonds, has been negatively affected by stagnant bond performance.  Further, bond yields are also near record lows, leaving many savers with little […]


An Update on International Stocks

Investing Internationally can be beneficial for investors searching for portfolio diversification.  Stocks outside the US are driven by forces such as local economic growth as well as individual drivers that may be far different than US counterparts. Further, diversification with international stocks reduces concentration risk from a given country or market.  Investors typically understand the […]


Peak Growth

Recently the term “peak growth” has been mentioned frequently by professional investors and media alike. Peak growth is defined as the time when Gross Domestic Product (GDP) is the point of the highest growth rate where the subsequent growth rates are lower in the following quarters. The deceleration of growth doesn’t necessarily mean negative growth […]