Retirement savings are at risk.

Smith Brothers Insurance has acquired New York based independent insurance broker Shank & Falvey Insurance, with locations in East Greenbush and Kinderhook.

One of the many lessons the COVID-19 pandemic has taught us is that, despite our differences, we are all interdependent – truly globally connected.

I love this article – https://www.inc.com/jessica-stillman/new-harvard-research-to-be-successful-chase-your-purpose-not-your-passion.html – because it concludes through research that Purpose beats Passion in the pursuit of happiness in your career. The …

Questions about the impact of the relatively unknown coronavirus are spreading almost as quickly as the virus itself.

Welcome to our first newsletter of 2020. This past week we held our annual State of the Company meeting for our entire team to spend some time together reflecting on 2019 and looking forward to 2020. We ended last year with growth and in the Top Quarti …

On this last month of the year 2019, I want to start by thanking all of those who have a stake in Smith Brothers – our team, our clients, our community, our trading partners, and our financial partners. Smith Brothers works extremely hard to be a compa …

Our partner in Connecticut, Smith Brothers, was recently featured as the subject of a case study at the Yale School of Management. Joe Smith, CEO of Smith Brothers in Glastonbury, Connecticut has built a reputation as a forward-thinking entrepreneur, a …

I wanted to share with you the article on the lawsuit against Walgreens that essentially stems from lack of performance monitoring of investments over multiple years. This article was interesting on many fronts and made me think about how the Trustee F …

If others depend on you for financial support, part of your financial plan should include how you will provide for them in the event of your death. To help you decide which option is the best for you, we’ve covered the basics. If you are married, it’s …