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1031 South Caldwell Street
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Charlotte, NC 28203

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Bragg Financial Advisors

The Bragg Team

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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Black Snakes & Rebalancing

Two six-foot-long black snakes chased my son Carlton (12) out of our chicken house one day last week. A third snake greeted him as he stepped into the "feed room" where we keep the donkeys' grain. It's dark in the feed room and he didn't see this fat, black monster coiled up right beside the grain bin until it raised its head into a striking position. Those of you who grew up in the south are likely familiar with the black rat snake. According to the Davidson College Herpetology website, the black rat snake (Elaphe obsoleta) is the most common large snake encountered by people in North Carolina. These nonvenomous constrictors prey on mice, rats, birds and their eggs, including those of chickens. They're excellent climbers and can climb trees or walls simply by holding onto the rough surface with their belly scales. They are commonly found in and around human dwellings and survive well in established neighborhoods, sometimes turning up in chimneys, attics, garages and basements.

My sons are accustomed to seeing snakes in our chicken house as they do their daily chores of feeding the animals and collecting the eggs. With freshly laid eggs and a huge family of mice there for the picking, you can't reasonably expect a hungry snake to stay away, can you? But seeing three snakes in one day and especially encountering one up close in the dark must have pushed Carlton a bit far . . .

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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

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

Black Snakes & Rebalancing
2nd Quarter 2014
Bragg Thoughts on Internet Security
April 19, 2014
Rigged Markets & the Tooth Fairy
1st Quarter 2014
Mountaineering & Your Money
4th Quarter 2013

Bragg Financial Advisors Founder J. Frank Bragg
Frank Bragg
Founder of Bragg Financial Advisors

Bragg in the News

Benton Bragg quoted on NBC National News regarding the government shutdown
NBC News
October 16, 2013 by Jay Gray
Queens Road Small Cap Value fund receives Strong Buy rating, in top-5 list of small value funds
Zacks Equity Research
October 22, 2012 by Zacks Equity Research


CLT Business Journal quotes Benton Bragg regarding rebounding economy
Charlotte Business Journal - 09/13/2013
by CBJ Staff
CLT Business Journal quotes Phillips Bragg regarding fiscal cliff
Charlotte Business Journal - 02/1/2013
by Laura Williams-Tracy

Retirement Plan Contribution Limits

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Celebrating 50 Years

Celebrating 50 years

Bragg Financial Advisors is celebrating our Golden Anniversary! Our firm has helped individuals, families and institutions reach their financial goals and objectives for over 50 years. Frank Bragg started our firm in 1962 when he and his wife Kathy moved to Charlotte from Winston-Salem. Today, we manage over $950 million in assets and serve high net-worth families, foundations and institutional clients with a highly-educated team of 15 associates.

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