Blog

From all of us at Brophy Wealth, we wish you a warm and wonderful holiday season. Your partnership means a great deal to us, and we look forward to continuing to work with you in the New Year A quick reminder of our office schedule for...

Brophy Wealth Management, LLC is honored to serve as a Stable House Sponsor for Families in Transition’s 32nd Annual Thanksgiving Breakfast. 🪄🦁🧙‍♂️🌈👨‍🌾🫧🐒🌪️💚👸🏡👠This year’s theme, inspired by The Wizard of Oz, beautifully...

Happy Thanksgiving! 🦃🥧🍂🧡 This year, in the spirit of sustainability, we’ve chosen to forgo traditional printed cards and instead make a meaningful impact in our community. The funds we would have spent on physical cards have been...

Today and every day, we pause to honor the brave men and women who have served in our Armed Forces. Your courage, sacrifice, and commitment to protecting our freedoms do not go unnoticed. To all veterans, active-duty service members,...

We’re excited to once again participate in our annual Toys for Tots collection! 🎁 From now until Monday, December 8th, we’ll be gathering new, unwrapped toys to help bring joy to children in need this holiday season.

Happy Halloween From Your Brophy Wealth Team! 👻🎃🕷️🐈‍⬛

Brophy Wealth Management, LLC was proud to sponsor and participate in the Walk to End Alzheimer’s®, Central NH in Merrimack. 💜 We’re deeply inspired by the Alzheimer’s Association’s mission and honored to join so many others walking...

We were proud to support the Isaiah 58 New Hampshire 11th Annual Charity Gala as a Platinum Sponsor this year! Isaiah 58 NH does incredible work in Western Rockingham County — helping individuals and families access safe, affordable...

This year has presented a unique paradox: soaring stock markets despite persistent uncertainty from tariffs and a slowing job market. In this webinar, we'll explain why markets have remained strong and explore what could disrupt this...

At Brophy Wealth Management, LLC, we believe in making a meaningful impact not only in the lives of our clients but also in our community. We are proud to support and sponsor a variety of charitable organizations and events that align...

Government Shutdown:What It Means for Markets Executive Summary– Five Key Things to Watch 1. The Deadline: Government funding expires at midnight on September 30. If no deal is reached, hundreds of thousands of federal employees will...

In observance of Labor Day, Brophy Wealth Management, LLC will be closed on Monday, September 1st, 2025. We will resume all regular business hours on Tuesday, September 2nd, 2025. Relax. Take a breather. Celebrate that you make a...

Time is the one resource we can never earn back. Unlike money, we cannot invest it, save it, or regenerate it. Once it is spent, it is gone. And for many people, time feels like it is slipping away, consumed by busy schedules, life...

In observance of Independence Day, Brophy Wealth Management, LLC will be closed on Friday, July 4th, 2025. We will resume all regular business hours on Monday, July 7th, 2025. Happy 4th of July, everyone!!

We’re excited to unveil our brand-new website — redesigned with you in mind. 🎉 ✅ Clean, easy-to-navigate design✅ Direct access to your accounts✅ Financial planning insights & FAQs✅ A growing library of helpful resources✅ Easy ways to...

A heartfelt thank you for joining us at the 2025 Mutt Strutt, especially for braving the rain to come out and support such a wonderful cause! It was great seeing so many familiar faces (and wagging tails!) stop by our booth. We’re...

We will be closed on Friday, June 6th, 2025 for our Team Building Day. We will resume all regular business hours Monday, June 9th, 2025. If you have an urgent matter, please call (603) 668-2303 Ext. 207 and leave a voicemail

In Observance Of Juneteenth Freedom Day, Brophy Wealth Management, LLC. Will Be Closed On Thursday, June 19th, 2025. We Will Resume All Regular Business Hours On Friday, June 20th, 2025.

In observance of Memorial Day, Brophy Wealth Management, LLC. will be closed on Monday, May 26th, 2025. We will resume all regular business hours on Tuesday, May 27th, 2025. Have a great Memorial Day weekend, everyone!

As an investment adviser registered with the Securities and Exchange Commission (SEC), we’re sharing our current Form CRS (Customer Relationship Summary), which describes our advisory services and brokerage services provided. We’re...

In Observance Of Good Friday, Brophy Wealth Management, LLC Will Be Closed On Friday, April 18th, 2025, as it is a stock market holiday. We Will Resume All Regular Business Hours on Monday, April 21st, 2025.

We wanted to take a moment to reach out regarding the current state of the stock market. As we navigate these turbulent times, we want to assure you that our team is closely monitoring the markets, your portfolio managers, and your...

When stocks are falling, it is hard to sit still. In this special edition of "On The Mark," AssetMark shares three essential tips for staying calm amid market volatility. If you have questions on the attached, please reach out. READ ARTICLE

Following up on last week’s email regarding tariffs, we wanted to share an updated selection of insights from our investment partners. As global trade policies continue to evolve, these articles offer timely perspectives that may help...

In this special edition of On The Mark, we break down the recent tariff escalations, their potential economic implications, and what they mean for investors. With tariffs on imports from Canada, Mexico, and China increasing, market...

In Observance Of Presidents' Day, Brophy Wealth Management, LLC Will Be Closed On Monday, February 17th, 2025. We Will Resume All Regular Business Hours on Tuesday, February 18th, 2025.

In Observance Of Martin Luther King, Jr. Day, Brophy Wealth Management, LLC Will Be Closed On Monday, January 20th, 2025. We Will Resume All Regular Business Hours on Tuesday, January 21st, 2025.

In observance of New Year's, Brophy Wealth Management, LLC will be closed on Wednesday, January 1st, 2025. We will resume all regular business hours on Thursday, January 2nd, 2025. We want to express our heartfelt thanks to all of our...

Following the joy and festivities of the season, we wanted to share a little something to keep the holiday cheer going—photos of our furry friends celebrating in style! These moments brought smiles to our faces, and we hope they do the...

In observance of Christmas, Brophy Wealth Management, LLC will be closed on Tuesday, December 24th and Wednesday, December 25th, 2024. We will resume all regular business hours on Thursday, December 26th, 2024.

We want to extend our heartfelt thanks to everyone who participated in our Toys for Tots toy drive. Your kindness and generosity will make the holidays brighter for so many children. It was wonderful to see so many familiar faces, as...

In observance of Thanksgiving, Brophy Wealth Management, LLC will be closed on Thursday, November 28th, 2024, so our employees can enjoy time with their families. In addition, we will not be in the office on Friday, November 29th, 2024...

Today, we pause to recognize and thank our nation’s veterans for their courage, dedication, and sacrifice. These brave men and women have protected our freedoms and way of life, and their service is a powerful reminder of the strength...

Happy Halloween From Your Brophy Wealth Team! 🎃

We wanted to extend our deepest gratitude for our clients generosity and participation in our recent E-Waste Event and School Supply Drive in support of McDonough Elementary School. Thanks to your donations, we were able to collect...

As part of our commitment to giving back to our community, we proudly support Families in Transition, a charity dedicated to helping those in need. Each year during our annual document shredding event, we collect donations for Families...

In Observance Of Independence Day, Brophy Wealth Management, LLC Will Be Closed On Thursday, July 4th, 2024. We Will Resume All Regular Business Hours Friday, July 5th, 2024. Happy 4th Of July, Everyone!!🎆

In Observance Of Juneteenth Freedom Day, Brophy Wealth Management, LLC. Will Be Closed On Wednesday, June 19th, 2024. We Will Resume All Regular Business Hours On Thursday, June 20th, 2024.

In observance of Memorial Day, Brophy Wealth Management, LLC. will be closed on Monday, May 27th, 2024. We will resume all regular business hours on Tuesday, May 28th, 2024. Have a great Memorial Day weekend, everyone!

In Observance Of Good Friday, Brophy Wealth Management, LLC. Will Be Closed On Friday, March 29th, 2024. We Will Resume All Regular Business Hours On Monday, April 1st, 2024. Have A Great Holiday Weekend Everyone

In Observance Of Presidents' Day, Brophy Wealth Management, LLC Will Be Closed On Monday, February 19th, 2024. We Will Resume All Regular Business Hours on Tuesday, February 20th, 2024.

Dear Client, I hope this message finds you well. As tax season is upon us, we want to ensure that you are well-informed regarding the upcoming tax filing process, especially in light of the recent acquisition of TD Ameritrade and...

In Observance Of Martin Luther King, Jr. Day, Brophy Wealth Management, LLC Will Be Closed On Monday, January 15th, 2024. We Will Resume All Regular Business Hours on Tuesday, January 16th, 2024.

In observance of New Year's, Brophy Wealth Management, LLC will be closed on Monday, January 1st, 2024. We will resume all regular business hours on Tuesday, January 2nd, 2024. We want to express our heartfelt thanks to all of our...

In observance of Christmas, Brophy Wealth Management, LLC will be closed on Monday, December 25th, 2023. We will resume all regular business hours on Tuesday, December 26th, 2023. Wishing you and your loved ones a season filled with...

Dear Client, Recently AssetMark sent a letter to all those who are using AssetMark products or services. You may have received this letter if we have hired through AssetMark an institutional portfolio manager (e.g. City National...

In observance of Thanksgiving, Brophy Wealth Management, LLC will be closed on Thursday, November 23rd, 2023, so our employees can enjoy time with their families. In addition, we will not be in the office on Friday, November 24th, 2023...

Dear Client, If you have elected to receive paperless statements, today you received an email from Schwab informing you these are available to view in your Schwab portal. Once you are logged in, select the Statements tab. You will find...

Dear Client, Recently you have received plenty of communications about the merger of TD Ameritrade accounts into Charles Schwab accounts. This massive project took place over this past weekend. We have taken a sample of a number of...

In observance of Labor Day, Brophy Wealth Management, LLC will be closed on Monday, September 4th, 2023. We will resume all regular business hours on Tuesday, September 5th, 2023. Relax. Take a breather. Celebrate that you make a...

Dear Client, We wanted to reach out to you regarding a change to how TD Ameritrade is sending client statements, trade confirmations, and tax documents. The new industry standard only allows electronic delivery of documents if an...

Dear Client, You recently received multiple letters from Charles Schwab (Schwab) regarding the upcoming transfer of TD Ameritrade (TDA) accounts to Schwab. While the content of the letters might seem redundant, they contain crucial...

In observance of Independence Day, Brophy Wealth Management, LLC will be closed on TUESDAY, July 4th, 2023. We will resume all regular business hours WEDNESDAY, July 5th, 2023. Happy 4th of July, everyone!! ❤️🤍💙

Dear Client, TD Ameritrade will send you an Account Transition Notice(s) (also known as the Negative Consent Letter) to you at the end of this month. This notice provides details about the transition from TD Ameritrade to Charles...

In observance of Juneteenth Freedom Day, Brophy Wealth Management, LLC. will be closed on Monday, June 19th, 2023. We will resume all regular business hours on Tuesday, June 20th, 2023.

In observance of Memorial Day, Brophy Wealth Management, LLC. will be closed on Monday, May 29th, 2023. We will resume all regular business hours on Tuesday, May 30th, 2023. Have a great Memorial Day weekend, everyone!

Dear Client, Would it surprise you to hear that investors have moved past worrying about inflation? They have, at least for now. Wall Street has shifted its attention to Washington’s budget negotiations and how the debt ceiling will be...

Dear Client, As an investment adviser registered with the Securities and Exchange Commission (SEC), we’re sharing our current Form CRS (Customer Relationship Summary), which describes our advisory services and brokerage services...

Dear Client, We hope you all are enjoying this beautiful Spring weather! We here at Brophy Wealth Management, LLC want to take this time to give you a few updates from TD Ameritrade. Schwab's acquisition of TD Ameritrade The first...

In observance of Good Friday, Brophy Wealth Management, LLC. will be closed on Friday, April 7th, 2023. We will resume all regular business hours on Monday, April 10th, 2023. Have a great holiday weekend, everyone!

In Observance Of Presidents' Day, Brophy Wealth Management, LLC Will Be Closed On Monday, February 20th, 2023. We Will Resume All Regular Business Hours Tuesday, February 21st, 2023.

In observance of Martin Luther King, Jr. Day, Brophy Wealth Management, LLC will be closed on Monday, January 16th, 2023. We will resume all regular business hours Tuesday, January 17th, 2023.

Dear Client, The team here at Brophy Wealth Management, LLC wishes you a Happy New Year! We have spent the last several days researching the changes made by the new major retirement and tax law passed at the very end of the year. It is...