Team Modernist on Funding our Heroes, Q3 Investment Insights Webinar, and David Bowie

This month we are excited about our latest award, upcoming Investment Insights webinar, and the ever-inspiring David Bowie.

Investment Insights on Friday 10/27 at 3pm

Modernist’s next quarterly Investment Insights webinar is coming up fast!

In 25 minutes, we’ll dive into what investors need to be considering this quarter, with a focus on investing in a continuing bull market that shows limited volatility and what it means for your investment decisions. At the end of the presentation we’ll dig deep into a visual review of Q3 performance across asset classes.

We hope you will join us! Follow this link to register.

If you’re looking to get geeky before next Friday, check out our Investment Committee’s Q3 Investment Commentary.

Modernist in the news

This month we were named as an honoree winner of Portland Business Journal’s Most Generous Corporate Philanthropists in Oregon & S.W. Washington, Small Companies. We are delighted to have made the list after only two years in business. 

Modernist is on a mission to fund our culture’s heroes. Given our current political climate and seemingly constant regressions around important social justice issues, we believe it is our duty as a business to fund the revolution.

How do we do this? Click here to read the answer!

P.S. Georgia was recently featured on Forbes, discussing why she founded Modernist to serve affluent creatives.

Songs that are really about philanthropy

We are so proud to have the opportunity to support positive change in our community. This holiday season, we encourage you to think about how you can engage your resources for the benefit of others. David Bowie said it all in “Heroes.”

We could steal time, just for one day / We can be heroes, forever and ever / What'd you say?

Around town: mindfulness & money workshop

The changing of the seasons can be a great time to reconnect with our inner selves. If you’d like to revisit your relationship with money ahead of the New Year, we recommend this workshop by friend of the firm and financial therapist, Laura Martin.

Just Enough: Mindfulness and Money. In collaboration with the Zen Community of Oregon. Saturday, November 11th 10AM - 5 PM. Register here.