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

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The Bragg Team

Investment & Special Commentary

2nd Quarter 2016: First Aid Kit
By Benton S. Bragg CFP®, CFA®

I just spent a fortune on a first aid kit! Next week I leave town for two weeks with 40 teenagers and 10 brave adults from Boy Scout Troop 58 in Davidson, North Carolina, to go to Philmont Scout Ranch in New Mexico. Philmont Scout Ranch is the Boy Scouts of America's largest national High Adventure Base and the world's largest youth camp. The ranch covers 137,000 acres—about 214 square miles—of rugged mountain wilderness in the Sangre de Cristo range of the Rocky Mountains in northern New Mexico. Read more

June 2016: President Trump and the Stock Market

June 2016: What's Driving the Decline in Corporate Earnings?

April 2016: The Resilience of the US Economy

More Investment & Special Commentary


Financial Planning Commentary

Mary Lou Daly
Frequently Asked Questions about Medicare
Updated July 2016
by Mary Lou Daly, CFP®, CPA

Each day approximately 10,000 Americans reach the age of 65. While this is cause for celebration, some Americans are finding that the challenges of signing up for Medicare are taking some of the life out of the party. Many are finding that Medicare can be more costly than their current health plan and that there are specific Medicare deadlines that if missed will affect them financially for the rest of their lives. Read more

See also Medicare IRMAAs

Phillips Bragg
Qualified Charitable Distributions—What's the Fuss?
May 2016
by Phillips M. Bragg, CFP®, AEP®

The Qualified Charitable Distribution (QCD) allows taxpayers over age 70½ to exclude up to $100,000 from their gross income for gifts given directly to qualified charities from their IRA. A QCD can be used to satisfy all or a portion of the IRA holder's required distribution for that calendar year. Read more

George Climer
Social Security and the Bipartisan Budget Act of 2015
January 2016
by George W. Climer III, CFP®

The recently-passed Bipartisan Budget Act of 2015 eliminates two presumably unintended but popular Social Security claiming strategy loopholes: File-and-Suspend and Restricted Application. However, for a few eligible folks a temporary window remains—a six-month period that began the day Congress passed the new legislation, to be exact. Read more

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News Feed

Press Release
August 1, 2016 Queens Road Small Cap Value Fund named to Schwab Mutual Fund OneSource Select List for Q3 2016. Visit Queens Road Funds or download a prospectus.

TheStreet.com included Queens Road Small Cap Value in a review of small-cap mutual funds
TheStreet.com
July 31, 2016
Learn more about TheStreet Ratings' methodology. Visit Queens Road Funds or download a prospectus.

Financial Advisor Magazine includes Bragg Financial Advisors as one the top 200 largest RIA firms in the country
Financial Advisor Magazine
July 1, 2016 by Evan Simonoff and Eric Rasmussen

The Wall Street Journal Category Kings for Q2 2016
The Wall Street Journal
July 1, 2016
The Wall Street Journal included the Queens Road Small Cap Value fund in its Category Kings listing of the ten best-performing funds in the small value category for the previous twelve-month period ending 07/31/16. Visit Queens Road Funds or download a prospectus.

Bragg News
Raising South Sudan
June 1, 2016 In 2008, Bragg Financial Advisors made a commitment to Raising South Sudan. Now, in 2016, the project has come a long way, and has miles yet to go.

Kiplinger's Personal Finance columnist James K. Glassman includes Queens Road Small Cap Value in discussion of seven small-cap funds
Kiplinger's Personal Finance
June 1, 2016 by James K. Glassman
Visit Queens Road Funds or download a prospectus.

Bragg News
Queens Road Funds on theStreet.com
theStreet.com
May 19, 2016 by Gregg Greenberg
Steve Scruggs, Portfolio Manager for the Queens Road Small Cap Value Fund, discussed value stocks with Gregg Greenberg of theStreet.com. Visit Queens Road Funds or download a prospectus.

Bragg News
Right Moves for Youth
May 6, 2016 Team "Bragging Rights" participated in the Right Moves for Youth Twilight 5K on May 6th.

Bragg News
Wing Haven Gardens
May 1, 2016 Bragg Financial celebrated the end of tax season by enjoying lunch at Wing Haven Gardens and Bird Sanctuary. Wing Haven is a hidden jewel…

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