You may have noticed that the Bloomberg Aggregate Bond Index is off to one of…
I am pleased and excited to announce the introduction of a new technology platform at Jones & Company that will allow users to pull all of their financial accounts together in one secure location. Whether it is your bank checking account or employer retirement plan your Personal Financial Management website allows you to connect all of your investment accounts for a consolidated view of your entire financial picture.
The system provides a detailed view of your investments that is updated daily. It allows you to track your spending and set budgets to help you reach your savings goals. The system is available on mobile devices and tablets. It has a vault that allows you to safely store important financial and legal documents. There are interactive tools that allow you to create different financial scenarios to help you make important decisions about your business, investments, retirement and your legacy.
Click on the photo below to view a short video that details the website and call me if you want to know more.
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