Yeah, We’re Goals

Hi Friends,

This month we are celebrating GLH’s recent award, sharing a recap of our goop Money Stories workshop, discussing behavioral change support, addressing common investment questions, and more! We hope you enjoy -- Georgia and Team Modernist

Investment insights on behavioral support


If the recent tax season has you thinking about ways to be better prepared next year - you are not alone!

Our most recent white paper on the importance of behavioral support in an advisory relationship has you covered.

Click here to learn about all the ways your advisor can provide behavioral support when it comes to building better financial habits!

Portfolio perspectives:


Will rising interest rates hurt my investments?

Should I invest outside the US?

When will investing in value stocks pay off?

If you’ve asked these questions, welcome to the club. With so many financial stories swirling in the news, it can be hard to keep a proactive eye on your portfolio. Our investment committee recently published a short response to these common queries; give it a read and discuss with your planner!

Want to know more about last quarter’s investment returns?
Check out our 
Q1 2019 in Perspective.

Modernist money stories

Missed Modernist’s workshop at last month’s In goop Health summit?

Good news - you can read all about it in this in-depth interview with Georgia!

Check out's full scoop on the what, why, and how of discovering your money story.

Download our money toolkit if you are ready to get started on your journey, too!


Modernist awards


Our fearless leader Georgia Lee Hussey has just been named Portland Business Journal’s 2019 Class of Forty under 40!

She joins some of the city’s most inspiring leaders on this list and we couldn’t be prouder.

You can catch her at the awards luncheon on June 21st! Click here for more info & tickets.Let us know if you're planning to attend!

And don’t forget to fund your fab future self this tax season, too:

  • You can contribute to your Roth IRA, Traditional IRA, HSA or FSA.

  • If you aren’t filing an extension, you could contribute to your Solo 401(k)/SIMPLE IRA profit sharing or SEP IRA.

  • Reach out to your CPA to schedule a summer tax planning meeting to proactively structure your 2019 approach to taxes. Check out this explainer in Advisor News from Liliya Jones, our Director of Operations, for some tips!

Songs that are really about celebration

Our hearts are so full from the recognition Modernist is receiving from the community! Join us in celebrating how far we’ve come in (almost) 4 years. Click on the link above to watch Lizzo perform Juice on Jimmy Kimmel:

Ain't my fault that I’m out here makin' news
I'm the pudding in the proof
Gotta blame it on my juice
If I'm shiny, everybody gonna shine (Yeah, I'm goals)
I was born like this, don't even gotta try (Now you know)

And look out for more exciting announcements about Modernist’s growth in the next few months!