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Bragg Financial Advisors


The Bragg Team

Investment Commentary

4th Quarter 2014: Cowboys on Wall Street
By Benton S. Bragg CFP®, CFA®

My son Charlie (7) was given a gift certificate to Toys & Co. for Christmas by his grandparents. As you might imagine, after receiving the gift, not a day passed without Charlie reminding Alice and me that he was ready to go shopping. "Are we going today, Mama? How 'bout tomorrow, Daddy? Why can't we go right now?" As we live on a small farm outside of Huntersville, making the trip to Toys & Co. in south Charlotte would normally require a little planning. But conveniently, our whole family was to be in Charlotte one evening last week for our annual "Country-Come-to-Town, Big-City Christmas Lights Tour" and we thought it might be fun for all six of us to stop by Toys & Co. at Cotswold Shopping Center to help Charlie pick out a toy. Needless to say, Charlie was excited and the rest of us were pretty fired up too. Read more

3rd Quarter 2014: Limited Visibility

2nd Quarter 2014: Black Snakes & Rebalancing

1st Quarter 2014: Rigged Markets & the Tooth Fairy

More Investment Commentary


Financial Planning Commentary

George Climer
'Tis the Season
December 2014
by George W. Climer III, CFP®

During the holidays, many people's thoughts turn to gifts. Folks find they are either spending countless hours online or at the mall, or an equal amount of time creating a wish-list and hoping Santa delivers. Regardless, gifting-related activities often dominate our Decembers. Read more

Benton Bragg
Roth IRAs for Everyone
December 2014
by Benton S. Bragg, CFP®, CFA®

What is a Roth IRA and why is it such a great deal? Since its introduction in 1998, the Roth IRA has been a popular alternative to a traditional IRA. Reasons include: tax-free withdrawals; tax-free growth; no required minimum distributions; estate planning opportunities. Read more

Mary Lou Daly
Turning 64
December 2014
by Mary Lou Daly, CFP®, CPA

As my children grow older, it seems life moves a little faster each year. In a couple of years, both my children will have left the nest for college and my husband and I will, we hope, have a few years before they possibly move back in. Before I know it, my 50's will be behind me and the golden years of 60's and retirement / medical decision-making will be upon me. Read more

More Financial Planning Commentary

And in other news ...

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.