In our current world of social distancing and shutdowns of businesses due to the COVID-19 pandemic, it has become challenging for financial advisors to stay connected to their clients. This is especially difficult given the current turmoil in the financial and job markets that presents a perfect opp …

Over the past decade of sending gifts around the country and world for the Holiday season, we've learned what works best to ensure that gifts arrive in the most impactful way.Tuesday, December 16th is our recommended "cutoff" this year for ordering Holiday gifts to send to your team, clients and ven …