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Charlotte, NC 28203
Phone: (704) 377-0261
advisors@braggfinancial.com

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Bragg Financial Advisors


The Bragg Team

Investment & Special Commentary

June 2016: President Trump and the Stock Market
By Benton S. Bragg CFP®, CFA®

What will the stock market do if Donald Trump is elected President of the United States of America? We've heard this question a lot lately and our answer is always the same. Read more

June 2016: What's Driving the Decline in Corporate Earnings?

April 2016: The Resilience of the US Economy

1st Quarter 2016: Chopping Wood

More Investment & Special Commentary


Financial Planning Commentary

Phillips Bragg
Qualified Charitable Distributions—What's the Fuss?
May 2016
by Phillips M. Bragg, CFP®, AEP®

The Qualified Charitable Distribution (QCD) allows taxpayers over age 70½ to exclude up to $100,000 from their gross income for gifts given directly to qualified charities from their IRA. A QCD can be used to satisfy all or a portion of the IRA holder's required distribution for that calendar year. Read more

Mary Lou Daly
Frequently Asked Questions about Medicare
April 2016
by Mary Lou Daly, CFP®, CPA

Each day approximately 10,000 Americans reach the age of 65. While this is cause for celebration, some Americans are finding that the challenges of signing up for Medicare are taking some of the life out of the party. Many are finding that Medicare can be more costly than their current health plan and that there are specific Medicare deadlines that, if missed, will affect them financially for the rest of their lives. Read more

See also Medicare IRMAAs

George Climer
Social Security and the Bipartisan Budget Act of 2015
January 2016
by George W. Climer III, CFP®

The recently-passed Bipartisan Budget Act of 2015 eliminates two presumably unintended but popular Social Security claiming strategy loopholes: File-and-Suspend and Restricted Application. However, for a few eligible folks a temporary window remains—a six-month period that began the day Congress passed the new legislation, to be exact. Read more

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News Feed

Bragg News
Raising South Sudan
June 1, 2016 In 2008, Bragg Financial Advisors made a commitment to Raising South Sudan. Now, in 2016, the project has come a long way, and has miles yet to go.

Kiplinger's Personal Finance columnist James K. Glassman included the Queens Road Small Cap Value among seven small-cap funds that could pay off big.
Kiplinger's Personal Finance
June 1, 2016 by James K. Glassman
Click here for a prospectus.

Bragg News
Queens Road Funds on theStreet.com
theStreet.com
May 19, 2016 by Gregg Greenberg
Steve Scruggs, Portfolio Manager for the Queens Road Small Cap Value Fund, was in New York last month and caught up with Gregg Greenberg of theStreet.com for an interview. Click here for a prospectus.

Bragg News
Right Moves for Youth
May 6, 2016 Team "Bragging Rights" participated in the Right Moves for Youth Twilight 5K on May 6th.

Bragg News
Wing Haven Gardens
May 1, 2016 Bragg Financial celebrated the end of tax season by enjoying lunch at Wing Haven Gardens and Bird Sanctuary. Wing Haven is a hidden jewel…

Bragg News
Bragg Financial Teaches School
April 23, 2016 Bragg Financial Advisors provided free financial planning advice to CMS teachers and taught financial planning concepts to elementary and high school students during national Money Smart Week.

The Wall Street Journal includes the Queens Road Small Cap Value fund as a Category King.
The Wall Street Journal
April 1, 2016
The Wall Street Journal included the Queens Road Small Cap Value fund in its Category Kings listing of the ten best-performing funds in the small value category for the previous twelve-month period ending 03/31/16. Click here for a prospectus.

Charlotte Business Journal: Bragg Financial Advisors enjoys national spotlight
Charlotte Business Journal
March 21, 2016 by Hilary Burns

Bragg News
Charlotte Observer: Frank Bragg, Co-Founder of Right Moves for Youth, issues challenge grant that will dramatically increase students served.
The Charlotte Observer
February 1, 2016 by Mark Price

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