a note to our clients about the moment

Last night, we sent a note to clients about recent market volatility. Here’s a version for you, too:

Hi Friends,

I wanted to send a note to acknowledge the shifting market, economic, and political landscape. The pace of change is concrete and heavy for many.

In moments like this, we come back to what endures: thoughtful planning, leading with values, and the knowledge that change is smoother when we acknowledge it and gather our people to address it.

  • Please tune in to the video above to hear more of my thoughts on how to approach this moment for your portfolio, your plan, and what we can actually control.

  • Our Market Jitters resources range from policy and market reflections, to soul-level steadiness and the importance of poetry, always.

Above all, we want you to know that you are not navigating this moment alone. Markets will adjust, policies will evolve, and new challenges may arise, but we will continue to support your money life with the same clarity, care, and steady approach we always have.

Yours,

Georgia + Team Modernist

Looking for more context:

market jitters + trump tariffs

Read our recent blog post

Looking for soul support?

Check out Poetry Foundation’s collection of Poems of Protest, Resistance, and Empowerment

 

 

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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