DECEMBER 2020 NEWSLETTER: Gratitude, ESG Investments, and a Buddhist Monk covers the Beatles

Hi friends,

As the New Year approaches, we are reflecting on our daily firm practices that nurture mindfulness and gratitude. Despite this trying year, we've discovered that generosity is an enlivening response to gratitude, leading us to double our giving from 1.5% to 3% of our gross revenue.

We encourage you to join us in translating gratitude into generosity. Consider donating a percentage of your paycheck (or revenue) to #FundYourHeroes. Or buy breakfast and a coffee for a neighbor who is hungry. Or call a friend to send them all your loving, like Kossan sings below.


Together towards generosity in 2021 and beyond,

Georgia + Team Modernist


Investment Insights

esg-01.png

More and more folks are interested in aligning their values and their investments.

In the New York Times, Ron Lieber recently wrote about an innovation in the world of ESG: direct indexing, which Modernist uses as one our methods for reflecting our client’s values within the US stock market.

Read more about Modernist's approach to Sustainability portfolios.


#fundyourheroes

Project-Turnkey-1024-x-576.jpg

Donate to Project Turnkey. This initiative from the Oregon Community Foundation helps non-profits buy hotels/motels to use as shelter for people experiencing or at-risk of experiencing homelessness.

The project includes two funds, one for counties/tribal communities and the other for Oregonians impacted by the 2020 wildfires.

Equitable Giving Circle empowers BIPOC communities in Portland by leveraging economic deposits from communities of privilege as a start towards economic equity.

Their first two projects have focused on housing stability and a CSA program sourcing from Black and Brown farmers.

1.png

MODERNIST TAKES IT OUTSIDE

team_awards_wrapup.jpg

Georgia joined Farnoosh Torabi on another episode of So Money, this time debating the cost of education and how to teach kids about student loans.

Meanwhile, Portland Business Journal named Modernist one of the Fastest Growing Private Companies in the region!

In a year with so many unknowns, we’re thankful for the clients and collaborators who walk (and dance) alongside us.


a song that is really about missing you

Kossan performs The Beatles’ “All My Loving”

Close your eyes and I'll kiss you / Tomorrow I'll miss you / Remember I'll always be true / And then while I'm away / I'll write home every day / And I'll send all my loving to you

As we say goodbye to 2020, we’re sending you this cover of the Beatles All My Loving performed by Kossan, a Zen monk living in Japan. (He also chants outside the Met and covers the Ramones.)

Georgia often cites her meditation practice as central to her work with clients and as an entrepreneur.

Please take this opportunity to A) meditate with Kossan for the last 2.5 minutes of the video and B) imagine the joy of the monk back-up singers at the chorus!


 

INFORMATION PROVIDED IN THIS LETTER IS FOR EDUCATIONAL PURPOSES ONLY. TO DISCUSS ANYTHING IN THIS NEWSLETTER OR YOUR ACCOUNT, PLEASE CONTACT US AT HELLO@MODERNISTFINANCIAL.COM.

VIEWS AND OPINIONS ARE SUBJECT TO CHANGE AT ANY TIME BASED ON MARKET AND OTHER CONDITIONS. THE INFORMATION PROVIDED DOES NOT CONSTITUTE INVESTMENT ADVICE AND IT SHOULD NOT BE RELIED ON AS SUCH. IT SHOULD NOT BE CONSIDERED A SOLICITATION TO BUY OR AN OFFER TO SELL A SECURITY. IT DOES NOT TAKE INTO ACCOUNT ANY INVESTOR'S PARTICULAR INVESTMENT OBJECTIVES, STRATEGIES, TAX STATUS OR INVESTMENT HORIZON. YOU SHOULD CONSULT YOUR TAX AND FINANCIAL ADVISOR. ALL MATERIAL HAS BEEN OBTAINED FROM SOURCES BELIEVED TO BE RELIABLE. THERE IS NO REPRESENTATION OR WARRANTY AS TO THE ACCURACY OF THE INFORMATION AND MODERNIST FINANCIAL, LLC SHALL HAVE NO LIABILITY FOR DECISIONS BASED ON SUCH INFORMATION. RISK ASSOCIATED WITH EQUITY INVESTING INCLUDE STOCK VALUES WHICH MAY FLUCTUATE IN RESPONSE TO THE ACTIVITIES OF INDIVIDUAL COMPANIES AND GENERAL MARKET AND ECONOMIC CONDITIONS. PAST PERFORMANCE IS NOT A GUARANTEE OF FUTURE RESULTS.

MODERNIST FINANCIAL, LLC ("MODERNIST") IS A REGISTERED INVESTMENT ADVISOR WITH THE STATE OF OREGON FOUNDED BY GEORGIA LEE HUSSEY, CFP®, IN LOVELY PORTLAND, OREGON. MODERNIST PROVIDES INVESTMENT ADVISORY AND RELATED SERVICES FOR CLIENTS NATIONALLY. MODERNIST WILL MAINTAIN ALL APPLICABLE REGISTRATION AND LICENSES.

Previous
Previous

FROM OUR INVESTMENT COMMITTEE: Q4 2020 in Perspective

Next
Next

What You Need To Know About Stimulus 2.0