HomeWealth ManagementCorporate ServicesAbout BraggNews FeedCommentary

Make Good Decisions

Make Good Decisions

Contact Us

1031 S. Caldwell St., Ste. 200
Charlotte, NC 28203
Phone: (704) 377-0261

1031 South Caldwell Street

Click here to view location on map and get directions.

Bragg Account Access

Access your investments online. Take advantage of instant access to your portfolio holdings, account activity and balances, as well as account and tax statements.

Go Paperless

Statements & Confirmations

Download, complete and return an Electronic Notification Request, available for either Microsoft Word or Adobe Reader.
Microsoft Word Adobe Reader

Annual Reports & Proxies

click here to submit a request to receive your annual reports and proxies by e-mail.

Bragg Financial Advisors

The Bragg Team

Investment Commentary

1st Quarter 2016: Chopping Wood
By Benton S. Bragg CFP®, CFA®

My father sent me a text message on the occasion of his seventy-seventh birthday. He attached a picture of his dog, Jackson, sitting beside a large stack of perfectly-split red oak firewood. Dad's old weathered ax leaned against the stack of wood. His text merely said, "Jackson and I cut, split and stacked this load of firewood today to celebrate my 77th birthday." Not included in the text but certainly implied was the question, "What did you do today, son?" ... Read more

1st Quarter 2016: Chopping Wood

4th Quarter 2015: Pot-Bellied Pig & Perspective

3rd Quarter 2015: High School Musical

More Investment Commentary

Financial Planning Commentary

Phillips Bragg
Qualified Charitable Distributions—What's the Fuss?
April 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

Benton Bragg
The Resilience of the US Economy
April 2016
by Benton S. Bragg, CFP®, CFA®

Once again, the US economy is demonstrating its resilience. In the face of global weakness, carnage in the energy industry, weak corporate investment, flat corporate earnings, a strong dollar, the drumbeat of negativity from presidential candidates and threats from terrorism, the US economy continues to create jobs and expand. 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

More Financial Planning Commentary

News Feed

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

Bragg News
The Queens Road Small Cap Value fund (managed by Bragg Financial) recently received a 5-Star Overall Morningstar Rating, placing the fund in the top 10% of all small cap value funds.
February 18, 2016

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

TheStreet.com included the Queens Road Small Cap Value fund on a list of the 20 best small-cap mutual funds as of 1/31/2016
January 31, 2016
Learn more about TheStreet Ratings' methodology.

US News & World Report included the Queens Road Small Cap Value fund in a list of Best Fit Small Value mutual fund as of 01/31/2016.
US News & World Report
January 31, 2016
Learn more about the methodology used.

Zacks includes QRSVX as one of 4 strong-buy small-cap value mutual funds
December 3, 2015 by Zacks Equity Research

More News