JULY NEWSLETTER | Modernist Turns 9! šŸŽ‚

Hi friends,

Modernist turned another year older this month! šŸ„³

Since our founding in 2015, each July we pause for our birthday and reflect on our efforts to move the needle on wealth inequality. Weā€™re sharing a look at our 2023 impact alongside action items to help guide your generosity work, too.

Our biggest thanks to our fabulous clients, partners, advocates, and teamā€”without you, we couldnā€™t do this critical work.

Hereā€™s to many more years of good work,

Georgia + Team Modernist


investment insights

The news has been chock full of drama with markets contributing their own stories of strong growth In Q2. We saw inflation begin to ease, without triggering the much-threatened recession. And, of course, the new Blackberry aka NVIDIA dominated the news.

Over on our blog, watch a 15-minute video or read our Q2 2024 Market commentary.

 

Structure Your Wealth Around Your Values

Our 2023 Impact Report is here! Thanks to our teamā€™s diligent tracking (a requirement and benefit of being a B Corp!), we can easily pull data to see how our impact efforts compare to last year.

We couldnā€™t help but jazz up the data with more Modernist equivalenciesā€”so yes, weā€™re measuring in raw oysters and Kraftwerk classicsā€¦

 

FROM THE TEAM

Earlier this month, our team gathered with Josh and Alexisā€™ families and friends to celebrate their wedding! It was a beautiful and tasty celebrationā€”biggest congrats, Josh and Alexis! šŸ’—

With the firmā€™s birthday also comes Georgiaā€™s 13th work anniversary as a CFP! šŸŽ‰ Says Georgia: ā€œI canā€™t believe Iā€™ve been doing this work for this long and it still feels so fun and rewardingā€¦ā€

As a reminder of her badassery, revisit her values-focused voice featured in Fortuneā€™s 2023 Investor Roundtable.


modernist TAKES it outside

Portland Business Journal named Modernist #43 on its list of Money Management Firms in the PNW! Always nice to be recognized in our industry, especially as we continue to cause good trouble from within it. šŸ¤˜āš”

 

FUND YOUR HEROES

With less than 100 days until Election Day (!), we have voting rights on our minds.

When We All Vote is a 501(c)3 nonprofit dedicated to making sure voters are informed and registered ahead of November 5.

Follow them to stay informed, check out their opportunities to volunteer, and DONATE if you can. Itā€™s going to take all of us working together this fall! šŸ’Ŗ

 

Good News

If youā€™re looking for help to navigate the current news cycle, Oregon Humanities has a bevy of meaningful conversations for you!

šŸ’¬ Consider This: The People and the Public welcomes its first guest of the season! Manu Meel of Bridge USA, host of The Hopeful Majority podcast, will be in conversation with OH on November 19.

šŸ“» A new episode of The Detour features Executive Director Adam chatting with Enrique Bautista, a writer and 2024 Community Storytelling Fellow, and Alexis Tadeo, an illustrator and tattoo artist. Both Enrique and Alexis recently moved from the Oregon State Penitentiary in Salem back to the relative freedom of civilian life. Give it a listen.


A SONG THATā€™S REALLY ABOUT financial planning

Chappell Roan performs at NPR's Tiny Desk

We often hum Kraftwerkā€™s catchy song Pocket Calculator while we calculate the present value of future streams of incomeā€”but who doesnā€™t, right?

I am adding / And subtracting

I'm controlling / And composing

I'm the operator with my pocket calculator

All hail our trusty financial calculators and their many functions!

 
 

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