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What It Means to Be “Client-Centered”

What does it mean for our business to be “client-centered”? (Wait, shouldn’t all business be “client-centered”?…) In this week’s video, Mark and Caitie talk about the role the firm plays in our relationships with you, what the client’s job is, and more.


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One of Our Favorite Research Themes: The Future

When The Jetsons first aired, the idea of a robot maid or a flying car seemed too good to be true. Now, we have moving walkways, Roombas, and flying car prototypes. With the growth of green energy, could we live in Orbit City by 2062? Get more here.


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Up a Creek? Grab Your Paddle!

Our daily struggles might have more going for them than we first think. Imagine tripping on the coffee table and thinking, “Gee, it sure is nice to have toes to stub!” A little perspective goes a long way. So “rock bottom” may sound like a terrible place to find oneself, but it also could make a solid place to push off from. This week’s video: a serious lesson from a funny show.


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Sitting on a Pile? The Meaning of the Treasure

One of the most striking images from Tolkien’s stories is of the dragon Smaug curled up on top of his massive treasure hoard. How far did his riches get him? Some real lessons from fantastic fiction.


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A Hunch Is Enough

“What do you want to be when you grow up?” A new school year will be starting soon for many, but it’s not just children who feel like they have to have answers to the big questions. New clients will on occasion visit our office with apologies ready: they don’t exactly know what they want or what they might need in the future. And that’s okay. Plans and hunches and visions… It’s all welcome.

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Making the Story Come True

Even heroes get knocked down a time or two when fighting their monsters. There may be a couple of bumps in the road, but what good plot doesn’t have some conflict? With our passions in mind, a little bit of perseverance, and a good plan, we all get to be the hero of our own story.


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Making the Story Come True

Even heroes get knocked down a time or two when fighting their monsters. There may be a couple of bumps in the road, but what good plot doesn’t have some conflict? With our passions in mind, a little bit of perseverance, and a good plan, we all get to be the hero of our own story.


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The Momentum Will Build

It might help to think about financial goals like a line of dominoes. Only one domino needs to fall at first, and the momentum will build. We don’t have to do it all at once 🙏


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When the Pie Gets Bigger

Did you know that the main ingredient to the magic pie is stock ownership? Common stock is more than just a transaction on the computer—it’s an investment, a share of an enterprise that’s out there in the world, trying to do something. Best part about a magic pie? There is plenty to go around.


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Waiting for the Best View

“Getting in on the ground floor” may sound enticing. We like to be first, best, and on top of things. But just remember that the view is always better from higher up.


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