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Bragg Financial Advisors

The Bragg Team

Investment Commentary

3rd Quarter 2015: High School Musical
By Benton S. Bragg CFP®, CFA®

My daughter, Frances (12) dropped a bomb on me last Sunday night. I had just returned home after attending my 25th college reunion and she was catching me up on her weekend. She said the highlight had been watching the movie High School Musical with her mother on Saturday night. Readers of this newsletter who have children or grandchildren are likely familiar with this Disney super-hit teen romantic sensation that was first screened in 2006. The film quickly became the most successful Disney Channel original movie ever released. Even the film's soundtrack was a winner; it became the top selling album in 2006. Read more

3rd Quarter 2015: High School Musical

2nd Quarter 2015: Nothing Runs Like A Deere

1st Quarter 2015: Man-Boy

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Financial Planning Commentary

Mary Lou Daly
Strengthening Your Mind
November 2015
by Mary Lou Daly, CFP®, CPA

Alzheimer's is a debilitating disease that affects many of us. I lost both my mother and her sister to Alzheimer's disease. Worried that I could head down the same path, I was extremely interested in attending an Alzheimer's Symposium here in town. The event was coordinated by the Charlotte Neuroscience Foundation and Memory Center Charlotte, founded by Dr. Charles Edwards. Read more

Phillips Bragg
Qualified Charitable Distributions—What's the Fuss?
October 2015
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
Value Beats Growth
September 2015
by Benton S. Bragg, CFP®, CFA®

All that glitters isn't gold ... it's true. Of late, it seems investors may have forgotten that important lesson. Specifically, investors have fallen in love (again) with growth stocks. Read more

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News Feed

Bragg News
Bragg Financial Advisors Sponsors Live WDAV Broadcast of Charlotte Lessons and Carols
November 24, 2015 Bragg Financial Advisors is pleased to be the presenting sponsor for the eighth consecutive year of WDAV's live broadcast of Charlotte Lessons & Carols. As our gift to the community, we hope you will join us for this perfect way to celebrate this joyful holiday season.

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

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