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Bragg Commentary

Bragg Commentary
Firm President Benton Bragg

The following page includes a variety of financial, estate, and insurance planning topics that we think you may find useful or of interest. Some are articles written by a member of the Bragg Financial team; others are edited excerpts of actual email conversations with clients. This information is not intended to be specific advice for your situation, and in some cases may offer an incomplete review of the subject. Please consult with your tax professional or other advisors to determine if these ideas make sense for you.

 

Investment & Special Commentary

2016

Jackson Lake
4th Quarter 2016
Benton S. Bragg CFP®, CFA®

It's Always Tuesday Morning: An Article on Timing the Market
December 2016
Benton S. Bragg, CFP®, CFA®

Where are My Trump-Rally Portfolio Gains?
December 2016
Matt DeVries, CFA®, and
Benton S. Bragg, CFP®, CFA®

The Trump Trade—What Just Happened? Winners and Losers Since Election Day
December 2016
Matt DeVries, CFA®

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

Money Market Fund Reform: Much Ado About Nothing?
September 2016
T. Ben Rose CFP®

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

President Trump and the Stock Market
June 2016
Benton S. Bragg CFP®, CFA®

What's Driving the Decline in Corporate Earnings?
June 2016
Matt DeVries CFA®

The Resilience of the US Economy
April 2016
Benton S. Bragg CFP®, CFA®

Chopping Wood
1st Quarter 2016
Benton S. Bragg CFP®, CFA®

2015

Pot-Bellied Pig & Perspective
4th Quarter 2015
Benton S. Bragg CFP®, CFA®

High School Musical
3rd Quarter 2015
Benton S. Bragg CFP®, CFA®

Value Beats Growth
September 2015
Benton S. Bragg CFP®, CFA®

Nothing Runs Like A Deere
2nd Quarter 2015
Benton S. Bragg CFP®, CFA®

Man-Boy
1st Quarter 2015
Benton S. Bragg CFP®, CFA®

Read More

Financial Planning Commentary

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

Protecting Yourself from Cyber Threats
December 2016
by Mary Lou Daly, CFP®, CPA

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®

One Last Gift
A Planning Guide for Survivors

September 2016
by Debbie Taylor

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

Donor Advised Funds
August 2016
by George W. Climer III, CFP®

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

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

Medicare IRMAAs
April 2016
by Mary Lou Daly, CFP®, CPA

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

Strengthening Your Mind
November 2015
by Mary Lou Daly, CFP®, CPA

Medicare Decisions
Medicare Decisions
August 2015
by Mary Lou Daly, CFP®, CPA

Oversubscribed: Are Recurring Monthly Charges Preventing Wealth Accumulation?
July 2015
by Phillips M. Bragg, CFP®, AEP®

Hidden Taxes
June 2015
by George W. Climer III, CFP®

Good Debt and Bad Debt
April 2015
by Benton S. Bragg, CFP®, CFA®

Retirement Under Construction
April 2015
by Mary Lou Daly, CFP®, CPA

Turning 64
March 2015
by Mary Lou Daly, CFP®, CPA

Asset Location for Tax Efficiency: What You Need to Know
January 2015
by Benton S. Bragg, CFP®, CFA®

'Tis the Season
December 2014
by George W. Climer III, CFP®

Roth IRAs for Everyone
December 2014
by Benton S. Bragg, CFP®, CFA®

Kiddie Tax Class 101
December 2014
by George W. Climer III, CFP®

Wise Charitable Giving Via Beneficiary Designations
November 2014
by Phillips M. Bragg, CFP®, AEP®

Planned Giving Problems & Solutions
November 2014
by Phillips M. Bragg, CFP®, AEP®

529 Plans for Higher Education – Five Reasons You Should Consider Funding One
September 2014
by Mary Lou Daly, CFP®, CPA

Federal estate-tax law permanence and NC repeal: Time to revisit your plans
September 2013
by Phillips M. Bragg, CFP®, AEP®

Does Diversification Still Work
June 30, 2009
by Benton S. Bragg, CFP®, CFA®

Market Ignores "Hand Wringing" Problems
by J. Frank Bragg

You Can't Have Your Money And Spend It, Too (PDF)
by Phillips M. Bragg, CFP®, AEP®

Daddy Missed the Tech Boom
by J. Frank Bragg