JULY NEWSLETTER | Happy 7th Birthday To Us!

Hi friends,

We are excited to celebrate Modernist’s 7th spin around the sun!

As is our birthday tradition, we celebrate by practicing generosity. This year we’re donating to Seeding Justice. More on that soon…

Our heartfelt thanks and love to our community: clients, advocates, fellow money nerds, friends, and readers. You are helping build a New Money Consciousness, and we are so grateful.

In celebration and gratitude,

Georgia + Team Modernist


on founding modernist…

Georgia gave the 2022 OSU McGregor Lecture

Wondering how Performance Art influenced Modernist’s founding?

Earlier this year Georgia gave the OSU College of Business McGregor lecture.

She dug into how contemporary art practices influence our operations, including the crafting of our manifesto. She also challenged the next generation of leaders to ask "What if..." regularly, in order to think radically about new ways of being in business.



summer listening

We couldn’t pick just one song this month, instead we’re sharing one of our team playlists: MODERNIST Founding Inspiration!

Happy listening! 🎶

And! We’re sending out a short & sweet newsletter this month (the team has been enjoying some time off!) and will be back to our regularly scheduled programming in August.

Happy summer! ☀️


 

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.