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Bragg Financial Advisors

The Bragg Team

Investment & Special Commentary

4th Quarter 2017: A High P/E and the DMV
By Benton S. Bragg CFP®, CFA

My son flunked his driving test at the DMV last month. According to the DMV officer, Carlton (16) ran over the curb as he drove out of the parking lot. Needless to say, his mother was less than impressed with Carlton's performance and we all enjoyed teasing him to no end when he got home that day. Read more

3rd Quarter 2017: Car Wash

2nd Quarter 2017: Bedpans and Bull Markets

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

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Financial Planning Commentary

Phillips Bragg
New Law Doubles the Estate Tax Exclusion Amount but Only Through 2025
January 2018
by Phillips M. Bragg, AEP®, CFP®

The 2017 Tax Act passed in late December doubled the estate tax exclusion from the expected $5.6 million to $11.2 million in 2018. For couples, the combined available exclusion is now $22.4 million. This provides significant cover from the wealth transfer tax system also known as the Gift and Estate Tax. However, because the law is temporary, planners and taxpayers feel like it's déjà vu all over again. Read more

George W. Climer III
Kiddie Tax Update
January 2018
by George W. Climer III, CFP®

Several years ago, we wrote an article about the Kiddie Tax. The recent Tax Cuts and Jobs Act of 2017 (TCJA) requires we post a Kiddie Tax update. The Kiddie Tax is applied to the unearned income of children under age 19 (or under 24 if a dependent full-time student). Before the Kiddie Tax was introduced in 1986, some wealthy parents sheltered investment income by transferring investment assets to their minor children. Read more

T. Ben Rose
Putting All of Your Eggs in One Basket: Concentrated Positions
December 2017
by T. Ben Rose, CFP®

Many of our clients have accumulated substantial wealth in their lives. Often that wealth can be attributed to a few stocks that have done extremely well over many years. As a result, it can be very difficult for these clients to transition their concentrated positions (5% or greater of their investable net worth), which have treated them so well in the past, into a diversified portfolio. Read more

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News Feed

Queens Road Fund a WSJ Category King two months running
The Wall Street Journal
December 1, 2017 –
The Queens Road Value Fund appeared for the second consecutive month in the The Wall Street Journal Category Kings listing of the ten best-performing funds in the large cap value category for year-to-date performance ending 11/30/2017. Visit Queens Road Funds, download a prospectus, or view disclosures.

WSJ Category Kings includes Queens Road Fund
The Wall Street Journal
November 3, 2017 –
The Wall Street Journal included the Queens Road Value Fund in its Category Kings listing of the ten best-performing funds in the large cap value category for year-to-date performance ending 10/31/2017. Visit Queens Road Funds, download a prospectus, or view disclosures.

Bragg Financial sponsors Ken Burns's documentary on Vietnam War

Ken Burns's 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 or download a prospectus.
Investment return and principal value will fluctuate, so that shares may be worth more or less than their original cost when redeemed. Disclosures

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