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Charlotte, NC 28203
Phone: (704) 377-0261

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Bragg Financial Advisors

The Bragg Team

Investment Commentary

August 24, 2015: Thoughts About the Market
By Benton S. Bragg CFP®, CFA®

It is certainly no fun to see the stock market fall as it has for the last few days. The S&P 500 fell more than 3% today. This follows a week when the market lost approximately 6%. Since the all-time high of May 21st of this year, the S&P is down just over 10%. Read more

2nd Quarter 2015: Nothing Runs Like A Deere

1st Quarter 2015: Man-Boy

4th Quarter 2014: Cowboys on Wall Street

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Financial Planning Commentary

Medicare Decisions
Medicare Decisions
August 2015
by Mary Lou Daly, CFP®, CPA

Phillips Bragg
Oversubscribed: Are Recurring Monthly Charges Preventing Wealth Accumulation?
July 2015
by Phillips M. Bragg, CFP®, AEP®

In the past, most consumers' monthly subscriptions were newspapers and a house phone line. (I expect more than a few of you will point out that I left out the milk man; I still remember venturing into his cool truck on a hot summer day and begging Mama for some chocolate milk or even Jungle Juice!) Then came cable TV, and in-home internet service. But nowhere is consumption more conspicuously new and outsized than in the cell phone space. Read more

George Climer
Hidden Taxes
June 2015
by George W. Climer III, CFP®

Many US taxpayers recall the high income tax rates of the early 1980's. In 1981, the top income tax bracket was 70%! This top bracket was one of sixteen different marginal tax brackets in that year. While today's top marginal rate is only 39.6%, and there are only seven tax brackets, our tax system is no less confusing. Read more

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News Feed

Bragg News
Bragg Financial is growing! Welcome Matt Devries
October 1, 2015 Bragg Financial Advisors is pleased to announce that Matt Devries, CFA®, has joined the firm as a Portfolio Manager.

Bragg News
Bragg Financial Welcomes Emily Rose Sheffield to Client Services Team
October 1, 2015 Bragg Financial Advisors welcomes Emily Rose Sheffield to the firm as a Client Service Associate.

Bragg News
Frank and Kathy Bragg host concert to benefit Bechtler Museum of Modern Art
Bechtler Museum of Modern Art
September 19, 2015
The Bechtler Museum of Modern Art opens its 2015-2016 Music and Museum season with a Living Room concert performed by cellist Amit Peled and pianist Stefan Petrov on Saturday, September 19. Click here to learn more and purchase tickets.

Bragg News
Charlotte Observer: Popular Charlotte artist, David French, credits Frank Bragg for giving him his first big break
Charlotte Observer
August 16, 2015 by Page Leggett

Charlotte Business Journal lists Bragg Financial Advisors as one of the top 20 largest financial asset managers in Charlotte
Charlotte Business Journal
July 17, 2015 by Amy Shapiro

Bragg News
Bragg Financial Welcomes New Team Member Stephanie Higgins
July 10, 2015 Bragg Financial Advisors is pleased to announce that Stephanie Higgins has joined the firm as Assistant Office Manager.

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