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1031 South Caldwell Street
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Bragg Financial Advisors


The Bragg Team

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By Benton S. Bragg CFP®, CFA

Now that our children are a little older, my wife Alice and I have committed to taking them on an annual "big trip." This year we went to California. Specifically, the plan was to fly to San Francisco where we would spend a few days doing the big-city thing, and we'd then rent a car to begin making our way down the Pacific coast. We would enjoy the beaches and dramatic scenery of Big Sur, stop off to visit family in Santa Barbara, then hit Sequoia and Yosemite National Parks, visit more family in San Carlos and then fly home. After months of diligent preparation we thought our plan had the makings of a perfect trip. You can probably guess that things didn't turn out exactly as we had planned.

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529 Plans for Higher Education – Five Reasons You Should Consider Funding One

By Mary Lou Daly, CFP®, CPA

As we come to the start of another school year, you may be thinking about how quickly your children or grandchildren are growing up. Whether you are lamenting or joyful, you realize college is right around the corner. Are you prepared?

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Phillips Bragg named Accredited Estate Planner®

Phillips Bragg

The National Association of Estate Planners & Councils has recently certified Phillips Bragg as an Accredited Estate Planner® (AEP®). This designation is a graduate level specialization in estate planning, obtained in addition to already recognized professional credentials within the various disciplines of estate planning. It is awarded to recognize estate planning professionals who meet stringent requirements of experience, knowledge, education, professional reputation, and character. Congratulations, Phillips!
 

Federal estate-tax law permanence and NC repeal: Time to revisit your plans

By Phillips Bragg, CFP®, AEP®

Amid a host of headlines out of Raleigh is the news that North Carolina has repealed its estate tax. The tax, which featured a top rate of 16%, was payable by individuals with taxable estates in excess of $5,250,000. The repeal is retroactive...

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Recent Bragg Commentary

Limited Visibility
3rd Quarter 2014
Black Snakes & Rebalancing
2nd Quarter 2014
Bragg Thoughts on Internet Security
April 19, 2014
Rigged Markets & the Tooth Fairy
1st Quarter 2014

Frank Bragg honored as co-founder of Right Moves for Youth

Bragg Financial Advisors Founder J. Frank Bragg
Frank Bragg receives Right Moves
for Youth award

Twenty-five years. More than 30,000 children served. Hundreds of thousands of volunteer hours. Education. Community. Commitment. Change.

Right Moves for Youth held a special breakfast on November 14th to celebrate 25 years of serving at-risk youth in Charlotte. Community volunteer Frank Bragg, and Sgt. Dave Scheppegrell of the Charlotte Mecklenburg Police Department, were honored as co-founders of Right Moves for Youth. Read more.

Bragg Financial Sponsors Charlotte Lessons & Carols

As our gift to the community, Bragg Financial is again pleased to sponsor the free concert of Charlotte Lessons & Carols from St John's. It is the perfect way to get in the holiday spirit.

Charlotte Lessons & Carols is a live Christmas broadcast from St. John's Baptist Church at 7:00 p.m. on Tuesday, December 9th. WDAV's live holiday broadcast returns with a program of beloved carols and holiday music illuminated by scripture readings. The program this year features the chorus VOX led by David Tang as well as the Davidson College Chorale conducted by Christopher Gilliam, plus the North Carolina Baroque Orchestra, guitarist Robert Teixeira, and organist Andrew Pester playing the magnificent Letourneau instrument in the St. John's sanctuary.

If you cannot attend this event, you can listen live on WDAV (89.9 FM) or tune in for a re-broadcast Saturday, December 13th at 5:00 p.m., Christmas Eve at 7:00 p.m. or Christmas Day at 4:00 p.m. Please consult WDAV's website for more information.