MARCH NEWSLETTER | Finding (and Investing in) Moments of Joy

Hi friends,

How are you holding up?

Trying to live with kindness amidst a barrage of horrifying news has us focused  on emotional self-regulation. How can we stay focused on a hopeful future?*

We’re sharing good news (here and with each other) to continue investing in community while making space for joy.

In solidarity,

*Modernist’s morning huddle starts with 2 minutes of meditation and ends with sharing one thing we’re grateful for - try it with your team to reset ahead of a busy day!


investing insights

Phew! Markets can shift fast in a few months. Check out the video to remember how 2024 markets ended. Then in this dispatch from our Investment Committee, we take a look at where we’re at with inflation along with top risks (such as aggressive tariff policies) and sources of stability (robust consumer spending).

We were heartened to see in the Guardian that 4 out of 10 Americans have shifted their spending to align with their values!

Keep an eye on Georgia’s LinkedIn for her updates and recs around recent market volatility.

 

FROM THE TEAM

Our team celebrated the Lunar New Year with a fantastic evening of dumpling-making under the guidance of Chef Zach at Cookshop!

It was great to hang out, learn new skills, and then enjoy the tasty meal we’d created together!

 

MODERNIST TAKES IT OUTSIDE

What if stay-at-home parents asked for (and negotiated!) their employee benefits? 🤯 In a recent conversation with Farnoosh, Georgia made the case for full-time caregivers receiving benefits, just like their paid partners.

 

Good news

Progressive policy in action! 👏 A recent report shows that Portland’s voter-approved Supportive Housing Services Measure helped 2,322 people transition from homelessness into housing, marking a 76% increase from the previous year and a terrific 89% rate of retention one year later.

 

We’re thrilled to see businesses returning to or re-committing to downtown Portland, especially the delicious and award-winning Nodoguro, who will be moving to the historic Morgan building, Modernist HQ’s neighbor! 😋 Read more about why they’re making the move downtown.


FUND YOUR HEROES

Fight back with joy… and glitter! Just one way we’re standing up to the hate is by helping our friends get the Dragathon Documentary made. The Longest Ever Drag Show (as crowned by the Guinness Book of World Records) raised $311K for the Trevor Project and now has a chance to continue spreading joy and dissent. And couldn’t we all use a little joy right now?

We need to support work transitions as Federal workers’ departments are purged.

This USAID to Corporate Roadmap is designed to simplify the transition from humanitarian work to getting a job in the private sector.


A SONG THAT’S REALLY ABOUT FAMILY VALUES

Sade’s “Young Lion”

We wish the people who say they support family values were more like Sade (actually…we wish everyone was more like Sade). The gorgeous song “Young Lion” is a loving apology to her son for not seeing and celebrating his masculinity sooner. Let’s start asking: WWSD? (What would Sade do?)

Young man, it's been so heavy for you
You must have felt so alone
The anguish and pain
I should've known
With such a heavy burden
You had to carry all on your own

Check out the entire epic album TRAИƧA, a 46-track prismatic spiritual journey in 8 chapters celebrating gender expansive lives.

 
 

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

The Cut: This Recession Scare Feels Different. Here’s What to Do About It.

Next
Next

2025 Tax Season Reminders + Deadlines