JANUARY NEWSLETTER | We’re Dreaming of Big Impact
Hi friends,
With the arrival of western and Lunar New Year, many folks set intentions and give their goals a refresh.
Many of our fab clients scheduled a Cash Flow Refresh meeting, knowing that the most inspiring goals are fueled by tight cash flow, plus healthy doses of generosity and tax planning.
At Modernist, we spent our January updating our 2025 and 2035 strategic plans: reflecting, envisioning, and planning for the year(s) ahead. Keep an eye out for our first Impact Report in the spring!
Here’s to dreaming big while building values-oriented structures,
Georgia + Team Modernist
investment insights
We gave our blog, Modernist University, a refresh so it’s easier for you to find our Free Tools for the People, our thoughts on values-based investing (aka ESG), and our anti-racism resources.
Of course, we’ve got the latest economic and market news, too, with a look back at Q4 from our Investment Committee, plus an update on inflation as we start 2023.
Structure Your Wealth Around Your Values
Thanks to the queens doing the good work on We’re Here.
Georgia’s mantra in financial planning and entrepreneurship is “Cash is Queen so best treat her right.”
Which is why we help our clients build structural clarity into how their day-to-day money is flowing, not just the bills, but their dreams, too. 🤩
On industry leader Michael Kitces’ podcast, Georgia gave a detailed breakdown on how we help our clients structure their cash flow, the foundation for anyone looking for more peace of mind and financial satisfaction! Start at the 40 minute mark…
good news report
We’re glad to see this thoughtful data backing the importance of investing in community. ❤️
Communities are building resilience by implementing mutual aid practices that center “solidarity, not charity.” Research shows that Tight-Knit Communities Are a Secret Weapon Against Climate Change and resulting extreme weather events. Neighbors, colleagues, and church communities keeping in touch reduces social isolation, helping people get the resources and services they need during a crisis.
Let's keep our connections tight, folks!
modernist takes it outside
Did you see Georgia featured as one of the country’s top investors in Fortune, right next to Jerome Powell?
What an awesome way to end 2022. Can’t wait to see what 2023 will bring! ⚡️
fund your heroes
As the winter weather continues here in Portland, we are thinking of our houseless neighbors and how we can support them. Blanchet House is a nonprofit that offers essential aid with dignity through meal services, a clothing closet, and a residential program.
$20 buys 13 meals plus coffee. Consider supporting if you’re able!
ART BREAK
The Modernist team often leans into poetry to help orient ourselves to our values and our hope for the future. We're big fans of the podcast, Poetry Unbound. In each episode, host/poet/peace and queer activist Pádraig Ó Tuama reads a poem, reflects on the work, then re-reads the poem.
A recent episode, Self-Care by Solmaz Sharif, sparks beautiful questions about the commodification of self-care and what we’re really looking for when we mention this buzzy word. As Pádraig reminds us: “To buy stuff isn’t the same as receiving self care”.
A Song That is Really About Being A Queen
So many queens to nod to…but Queen Latifah holds a special place in Modernist's hearts.
Welcome into my Queendom (My Queendom) / come one come all…
It's a new fusion I'm using / You ask what is it I'm doing?
Don't make me wait / Come into my house
Hip-hop house, hip-hop jazz, with a little pizzazz / From the Queen, the Queen of Royal Badness