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1031 S. Caldwell St., Ste. 200
Charlotte, NC 28203
Phone: (704) 377-0261
advisors@braggfinancial.com

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Bragg Financial Advisors


The Bragg Team

Investment & Special Commentary

2nd Quarter 2017: Bedpans and Bull Markets
By Benton S. Bragg CFP®, CFA

I called home from college in the spring of 1989 to let my parents know that I had decided to go down to Wrightsville Beach that summer to find a job. I figured I could bus tables in a restaurant in the evenings, catch the late-night parties and hang out on the beach all day. Of course I didn't use that precise wording when telling my parents of my plans but I thought I made a pretty good case for myself. Read more

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

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

4th Quarter 2016: Jackson Lake

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Financial Planning Commentary

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

Debbie Taylor
Choosing a Retirement Community: Navigating the Choices
May 2017
by Debbie Taylor

We've all heard it: "Be sure to move while you can still walk in." That advice refers to moving to a Continuing Care Retirement Community (CCRC) and by that adage, you definitely want to move before you experience a dramatic change in your health. Researching your options, making a plan and deciding when the time is right are all very important. Read more

Phillips Bragg
Preparing for Tax Law Changes—Actions to Consider Now
December 2016
by Phillips M. Bragg, CFP®, AEP®

For the reader with the short attention span, here is a brief list of actions to consider taking in advance of potential changes to income tax laws in 2017 as a result of Republican control of Congress and the White House. Read more

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News Feed

Bragg News
Bragg-sponsored Girl Scout Troop Completes First Year
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.

Charlotte Business Journal names Bragg to list of largest local financial planning firms
Charlotte Business Journal
May 5, 2017 by Amy Shapiro
Bragg Financial Advisors comes in at number six on the list. Ranking is based on the number of CFP® professionals.

Bragg Financial a proud sponsor of 2017 WDAV Young Chamber Musicians Competition
April 23, 2017 The competition featured young musicians ages 14-25 from around the country and was streamed live by WDAV. Winners received a share of $12,000 in prize money and will perform in the upcoming 2017-18 Davidson College Concert Series. Learn more about the event, meet the competitors, and watch a rebroadcast of the event here.

Financial Advisor—Value Investing In An Age Of Accelerating Change
April 17, 2017 Portfolio Manager Steve Scruggs and Bill Hortz discuss how Benjamin Graham principles apply to today's innovative companies as Queens Road Funds looks for investment opportunities. Visit Queens Road Funds or download a prospectus.

Morningstar magazine features Queens Road Funds
April 5, 2017 Tom Lauricella sat down with the investment team at Queens Road Funds for an in-depth interview to learn more about our people, process and results over time. Morningstar named the Queens Road Small Cap Value fund to the Morningstar Prospects list in 2016 and chose to feature the fund in the April 2017 issue of the magazine. Visit Queens Road Funds or download a prospectus.

Bragg News
Bragg Financial is growing! Welcome Lynn Araujo.
February 1, 2017 Bragg Financial Advisors welcomes Lynn Araujo to the firm as a Senior Financial Planner.

Barron's discusses value investing with Queens Road Funds Managers
October 4, 2016 Visit Queens Road Funds or download a prospectus.

Forbes contributor Wally Forbes interviews Portfolio Manager Steve Scruggs
September 22, 2016 Visit Queens Road Funds or download a prospectus.

Schwab Mutual Fund OneSource Select List
August 31, 2016 Press release announces Queens Road Small Cap Value named to Schwab Mutual Fund OneSource Select List for Q3 2016. Visit Queens Road Funds or download a prospectus.

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