JUNE NEWSLETTER | Generosity in action for Pride + Juneteenth

Hi friends,

After a long and soggy winter, we’re welcoming summer with deep gratitude! As the sun comes out and we slow down between client meeting cycles, our team is taking time to rest and recharge (I just got back from Japan!)—and to revel in the longer, lighter days.

We hope you also enjoy some lazy summer days filled with folks you love,

Here’s to Spring growth,

Georgia + Team Modernist


investment insights

On the blog, we help you understand an inverted bond yield curve, what it could mean for you and your portfolio, and why it’s been part of recent financial chatter.


Structure Your Wealth Around Your Values

Here’s a call to spend money supporting local economies, whether that’s at home or when you hit the road this summer.

Portland was recently named a Best Place to Travel by Forbes and took home a plethora of James Beard awards—Kann was named Best New Restaurant in America!—so visit us and give our businesses some love. And while you’re here, a few suggestions from our team…

🕺 Boogie to blues music at the Waterfront Blues Fest

🚴 Join a Pedalpalooza ride

😋 Eat at Lil’ America, our new BIPOC/LGBTQ-focused food cart pod

 

Modernist takes it outside

Why is our proudly child-free founder a passionate supporter of the Pre-K for All tax? 🤔 Because we care about investing in our neighbors, loved ones, and community, and we’ve crunched the numbers, and the cost of childcare is not tenable for parents or their employers.

Georgia penned an op-ed in the Portland Business Journal to shed light on the importance of systemic support to create a more just society.

 

🏆 Awards! 🏆

PBJ named Modernist #11 on its list of largest LGBTQ+ owned 🏳️‍🌈 businesses and #35 on the Fastest-Growing 📈 Companies in Oregon & SW Washington—thanks for all the love! 💗


FUND YOUR HEROES

June brings both Pride Month and Juneteenth, so we rounded up ways to support the BIPOC and LGBTQ+ communities this month and beyond.

🏳️‍🌈 Buy from queer-owned businesses—PDX Gay Pages is a terrific resource

🏳️‍🌈 Support the civil rights fight in the courts…

✊🏿 Buy from Black-owned businesses—we love the Mercatus directory for Portland

✊🏿 Get (or gift) a copy of A Kids Book About Juneteenth - A Kids Co is one of our fave local heroes

⚡ Fight hate in the courts…we’re gonna need a LOT of lawyers, y'all!

✊🏿 Donate to Southern Poverty Law Center, monitoring and fighting hate across America

🏳️‍🌈 Donate to Lambda Legal, the oldest LGBTQIA+ legal organization in America


In the face of the criminalization of drag around the country, our friends at Wildfang are fighting hate with glamour by hosting an epic Drag-A-Thon, 48 hours of continuous drag performances, with a goal of raising $250K+ for The Trevor Project.

Get your tickets soon; we think the 3am shows will be particularly amusing!


CELEBRATING OUR TEAM!

We’re so damn proud! 🥳

Our fabulous colleague, Katia Alisa Brahy, just graduated from Kansas State’s rigorous Masters in Personal Financial Planning with a focus in Financial Therapy. Biggest congrats to you, Katia!

💌 Send her a note to celebrate this incredible milestone.


A Song That is Really About pride as a protest

Lizzo + Queens perform “Everybody’s Gay”

In light of the recent drag show bans in Tennessee, Lizzo invited fabulous drag queens to join her at a recent show in Knoxville, TN for “Everybody’s Gay“, her anthem calling for safety in self-expression and joy. We love this as a reminder that Pride started as, and is still today, a protest.

Everybody's gay, yeah

(It's a happy place in here, baby, you're safe)

We can take our mask off

We can all ball and parlay

 
 

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.

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