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Bragg Commentary

The following page includes a variety of financial, estate, and insurance planning topics that we think you may find useful or of interest. Some are articles written by a member of the Bragg Financial team; others are edited excerpts of actual email conversations with clients. This information is not intended to be specific advice for your situation, and in some cases may offer an incomplete review of the subject. Please consult with your tax professional or other advisors to determine if these ideas make sense for you.

 

Investment Commentaries

2012

Billy Goat Blues
1st Quarter 2012

2011

After Santa
4th Quarter 2011

Getting Down the River
3rd Quarter 2011

Riptides & Risk Tolerance
2nd Quarter 2011

Cherry Blossoms & Whack-a-Mole
1st Quarter 2011

2010

Fatwood & Optimism
4th Quarter 2010

Pawn Shops & Probabilities
3rd Quarter 2010

Staying Ahead of the Weeds
2nd Quarter 2010

Fishing Boats & Market Forecasts
1st Quarter 2010

Read More

Financial Planning

Tax Legislation News: Clarity At Last - But Only for Two Years!
December 2010
by Phillips Bragg
2010 & 2011 Retirement Plan Limits (PDF)
December 2010
Tax Legislation Update
August 2010
by Phillips Bragg
Navigating the Kiddie Tax
August 2010
by Susan Dixson
Roth IRAs for Everyone
March 2010
by Phillips Bragg
Does Diversification Still Work
June 30, 2009
by Benton Bragg
Charitable Planning: Basic Problems & Solutions
by Phillips Bragg
Giving Via Beneficiary Designation
Phillips Bragg
Market Ignores "Hand Wringing" Problems
by J. Frank Bragg
You Can't Have Your Money And Spend It, Too (PDF)
by Phillips Bragg
Daddy Missed the Tech Boom
by J. Frank Bragg