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Charlotte, NC 28203
Phone: (704) 377-0261

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Bragg Financial Advisors

The Bragg Team

Investment & Special Commentary

3rd Quarter 2016: Brown Cows & Black Swans
By Benton S. Bragg CFP®, CFA®

My niece, Martha Kate (15) was crestfallen when the veterinarian announced that Suzie, Martha Kate's cow, had lost her calf and was no longer pregnant. My brother John and his wife Catherine had finally given in to Martha Kate's begging and pleading and given her a milk cow for Christmas last year. The local farmer who sold John the cow offered a special "buy-one, get-one-free" deal. Yes, Suzie was pregnant when she arrived on the farm. Martha Kate was beside herself with excitement as she began preparing for the arrival of the baby calf. Read more

September 2016: Money Market Fund Reform: Much Ado About Nothing?

2nd Quarter 2016: First Aid Kit

June 2016: President Trump and the Stock Market

More Investment & Special Commentary

Financial Planning Commentary

Phillips Bragg
A ZERO-Percent Tax Rate?
Are you missing out on the 0% tax rate on dividends and capital gains?

September 2016
by Phillips M. Bragg, CFP®, AEP®

Even individuals with significant assets may qualify for the zero percent federal tax rate on capital gains and dividends. Many retirees encounter a window of years where, in spite of having significant wealth, they're able to keep their taxable income low while generating cash flow from their portfolio. Read more

Debbie Taylor
One Last Gift
A Planning Guide for Survivors

September 2016
by Debbie Taylor

For two and a half years I cared for my father after he moved to Charlotte to live in a retirement community. He was finally convinced to move to Charlotte after his companion of eleven years passed away. The two of them met in 2002 and for seven years they traveled the globe. Then in 2009, my dad's companion suffered a stroke and over the next four years, my dad drove to see her in a nursing home nearly every day. Read more

Mary Lou Daly
Empty Nest: Kids Out, Tuition Bills In!
How to Use your 529 Plan to pay for College

August 2016
by Mary Lou Daly, CFP®, CPA

The nest is empty! My youngest headed off for his freshman year of college recently. I find I am alternatively a sad emotional mess or an eager beaver, ready for the next chapter of life. My husband and I are still trying to figure out what to do with ourselves. If you have children, perhaps you've been there or will be soon. Read more

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News Feed

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.

Audio Bloomberg Radio hosts Steve Scruggs
August 16, 2016 Queens Road Funds Portfolio Manager Steve Scruggs talks small cap stocks on The Bloomberg Advantage with Carol Massar and Cory Johnson. 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
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.

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