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

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The Bragg Team

Investment Commentary

4th Quarter 2015: Pot-Bellied Pig & Perspective
By Benton S. Bragg CFP®, CFA®

My son's pot-bellied pig died last month. Little Blaze was one of three pigs Carlton (14) convinced us to get him for his birthday three years ago. The pig's death was premature; the normal life expectancy for a pot-bellied pig is between 12 and 15 years. Yes, I have contemplated the fact that I'll be caring for these pigs long after Carlton has left the house. He'll be having fun in college or even raising a family and I'll still be feeding his pigs! Good fodder for future newsletters perhaps. But I digress. Somehow Little Blaze became paralyzed from the waist down. The vet said that it could have been from a traumatic injury ... Read more

4th Quarter 2015: Pot-Bellied Pig & Perspective

3rd Quarter 2015: High School Musical

2nd Quarter 2015: Nothing Runs Like A Deere

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Financial Planning Commentary

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

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

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News Feed

Bragg News
Challenge grant seeks to aid at-risk students in local schools
The Charlotte Observer
February 1, 2016 by Mark Price
Frank Bragg, Co-Founder of Right Moves for Youth, issues challenge grant to RMFY that could increase the number of at-risk kids served by nearly 50%. Read More

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

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