Investment Commentary

OUR LATEST INSIGHTS ON THE MARKETS AND ECONOMY

Robots: On Progress and the Market’s Long View—2nd Quarter 2025 Commentary

Robots On Progress and the Market’s Long View My children accuse me of living in […]

2nd Quarter 2025: Market and Economy

Many quarters go by when watching the market can feel like the same old rerun. […]

Investment Ingredients: Combining Assets for Optimal Returns

Ever since I can remember, I’ve always enjoyed making baked goods at home. I love […]

New World Order? 1st Quarter 2025 Commentary

New World Order? March Madness took on a whole new meaning for me last month. […]

Planning Commentary

TIMELY FINANCIAL PLANNING ADVICE

Trump Accounts: A New Vehicle for Long-Term Savings

As part of the One Big Beautiful Bill Act (OBBBA), Congress has introduced a new […]

Understanding the One Big Beautiful Bill and Its Tax Changes

Signed into law by President Trump on July 4, 2025, the One Big Beautiful Bill […]

Harvesting the Loss: When Does It Make Sense?

At Bragg Financial, we ask ourselves certain questions repeatedly throughout the year: Should we harvest […]

Playing Catch-Up: Making Extra Contributions for Retirement

“Do not save what is left after spending, but spend what is left after saving.” […]