JANUARY NEWSLETTER: Our Bond with Bonds, Octavia Butler, and Understanding Whiteness

 

Hey friends,

At Modernist, we are advancing a New Money Consciousness – one borne of gratitude, generosity, and a deep-felt understanding of Plenty and Enough.

As we begin a much-needed New Year, we invite you to join us in a small practice to help you notice when and where Plenty and Enough show up in your lives. We created colorful calendars with space provided to note these reflections.

We hope reflecting on these ideas will help cultivate a sense of permission to enjoy today while we continue to invest in our common future.

In gratitude,

Georgia + Team Modernist


Investment Insights aka phew! 2020

With everything 2020 (a contested election, pandemic, economic contraction, just to name a few), would you expect the market to be up or down? Georgia explores that question over on the blog, along with a look back at Q4 returns.

We also shared some thoughts on the bonds we want (and don’t want) in our portfolios, and why we don’t follow the herd when we pick our friends in fixed income.

Curious about the stimulus 2.0? We’ve got you. This article breaks down the basics, from the return of PPP to tax incentives and changes.

Did you get a stimulus payment, but don't feel like you need it? Consider participating in the #sharemycheck movement by gifting to a friend in need or a local non-profit.


#fundyourheroes by better understanding whiteness

55b8c949-2896-408b-aee0-b61499dcf239.jpg

If you're looking to welcome 2021 by deepening your own understanding of race, sign up here for Reframing Racism, the course Modernist asks all staff to attend so that the work of money is grounded in primary concepts of equity and inclusion.

We also love the salon The Salomé Institute of Jungian Studies held with Ayana Jamieson PhD exploring the life and literary work of Octavia Butler and her essential role in helping us chart a path to a new future together.


If you’re a business owner: Consider hiring the fab folks at Workplace Change to help guide your DEI work. Or Take a look at Portland Means Progress to keep yourself accountable to your business’ equity work. Or take the free B Corp assessment to understand where you could make some bold business moves in 2021.


Art Break: A Poem That Is Really About Change

We've braved the belly of the beast / We've learned that quiet isn't always peace / And the norms and notions / of what just is / Isn't always just-ice

There’s a reason we were all collectively moved by Amanda Gorman on January 20th. The first Youth Poet Laureate performed an honest and hopeful original poem that had us imagining a path to a more just and equitable society.

Watch Gorman read the poem again or read the full poem here.


a song that is all about plenty

This month's song is a recommendation from our dear friend Lindsey Murphy of the Fab Lab with Crazy Aunt Lindsey. (Got kids? Check out her amazing STEM education resources!)

Lindsey introduced us to this song from Chloe x Halle, singing about Plenty.

I got money everywhere! / Falling off the tree / I got money everywhere! / Far as you can see


 

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.