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Charlotte, NC 28203
Phone: (704) 377-0261
advisors@braggfinancial.com

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The Bragg Team

Investment & Special Commentary

3rd Quarter 2017: Car Wash
By Benton S. Bragg CFP®, CFA

I sat down to write a lengthy missive about Donald Trump, the NFL and the controversy over the National Anthem but was interrupted when my oldest son Ben (17) walked into the den and tossed a big pile of cash on my desk, saying, "Can you please deposit this in my investment account, Dad? And don't forget the match." Read more

2nd Quarter 2017: Bedpans and Bull Markets

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

March 2017: Robots, Drones, Self-Driving Cars and Bragg Financial

More Investment & Special Commentary


Financial Planning Commentary

Lynn Araujo
Estate Planning 101
October 2017
by Lynn Araujo, CFP®

I recently came across upon a beneficiary designation form for an old life insurance policy I had purchased in my twenties. It’s a small policy, but I noticed my husband was named as primary beneficiary and our son was named as the only contingent beneficiary. I must have updated the beneficiaries before our daughter was born. Read more

Mary Lou Daly
Eighteen-Year-Olds Are Adults
August 2017
by Mary Lou Daly, CPA, CFP®

I've never considered myself a helicopter mom. However, I have always considered myself part of the parent-doctor team when my children's health was at issue. I learned I was mistaken about this during my son's freshman year at college, when he called to say he wasn't feeling well. Read more

Phillips Bragg
Should I Buy Long-Term Care Insurance?
July 2017
by Phillips Bragg, AEP®, CFP®

At Bragg we are often asked, "Should I buy this life insurance policy?" Or, "Do I need long-term care insurance?" And perhaps most common, "Should I keep paying premiums on this existing policy?" Read more

More Financial Planning Commentary

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 queensroadfunds.com 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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