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

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The Bragg Team

Investment & Special Commentary

Special Commentary: Keeping Your Personal Information Safe
By Mary Lou Daly, CPA, CFP®

If you've been watching the news, you've learned of the massive data breach experienced by Equifax, one of the three major credit reporting agencies. If you have a credit report, there is a chance that you are one of 140 million Americans whose personal information (including social security numbers, birthdates, addresses and even driver's license numbers) was exposed. Should you assume your information is at risk? Where are you most vulnerable?

In December we touched on these questions in our article "Protecting Yourself from Cyber Threats." Read more

2nd Quarter 2017: Bedpans and Bull Markets

1st Quarter 2017: Reagan, Trump and the Chevy Vega

March 2017: Robots, Drones, Self-Driving Cars and Bragg Financial

More Investment & Special Commentary


Financial Planning Commentary

Mary Lou Daly
Eighteen-Year-Olds Are Adults
August 2017
by Mary Lou Daly, CPA, CFP®

I've never considered myself a helicopter mom. However, I have always considered myself part of the parent-doctor team when my children's health was at issue. I learned I was mistaken about this during my son's freshman year at college, when he called to say he wasn't feeling well. Read more

Phillips Bragg
Should I Buy Long-Term Care Insurance?
July 2017
by Phillips Bragg, AEP®, CFP®

At Bragg we are often asked, "Should I buy this life insurance policy?" Or, "Do I need long-term care insurance?" And perhaps most common, "Should I keep paying premiums on this existing policy?" Read more

George Climer
Estate Planning Update: Portability Filing Relief
June 2017
by George W. Climer III, CFP®

The modern federal estate tax, sometimes called the "death tax," was enacted in 1916. Since then, 2010 remains the only year that the U.S. has not had an estate tax in place. Fast forward to 2017. Although President Trump has suggested that he would like to eliminate the estate tax as part of his larger tax plan, the tax is still on the books. Read more

More Financial Planning Commentary

News Feed

Bragg Financial sponsors Ken Burns' documentary on Vietnam War

Ken Burns' Vietnam
August 31, 2017 – The PBS documentary will air on WTVI, channel 42, over 10 nights beginning on September 17th at 8:00pm. Click here to see the TV schedule and learn more about a special preview honoring Vietnam War Veterans sponsored by Bragg Financial at Halton Theatre on September 7th.

Queens Road Funds celebrates 15th anniversary

Queens Road Funds 15th anniversary
August 8, 2017 – Family, friends, board members and associates gathered at the Packhouse restaurant on August 8th to celebrate the 15th anniversary of the launch of the Queens Road Funds. This is a noteworthy accomplishment as nearly 2/3 of the mutual funds started over 15 years ago have been closed or merged out of existence. Steve Scruggs, CFA, Director of Research for Bragg Financial, serves as the portfolio manager for the funds with analyst support from Matt DeVries, CFA, Ben Rose, and Benton Bragg, CFA. Visit Queens Road Funds or download a prospectus.

Ben Rose, CFP® passes Level II of CFA® exam

Ben Rose
July 31, 2017 – Ben continues on the path toward becoming a CFA® charterholder. The Chartered Financial Analyst® designation is designed for portfolio managers and requires three exams given over a three-year period. Ben has successfully completed the Level I and II exams and is now preparing for the CFA® Level III exam that will be offered in June 2018. Learn more about Ben here and read about the CFA designation here.

Bragg-sponsored Girl Scout Troop Completes First Year

Girl Scout Troop 487
May 24, 2017 – Girl Scout Troop 487, sponsored by Bragg Financial Advisors, celebrated completion of their first year at Druid Hills Academy with a Daisy Petal Ceremony. Read more

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