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

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Bragg Financial Advisors

The Bragg Team

Investment & Special Commentary

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

Back in 1991, two friends, Ben Naylor and Jeff Elias, and I decided to backpack the length of the western shore of Jackson Lake at the base of the Teton mountain range in Wyoming. If you've visited Grand Teton National Park, you know this to be a beautiful area; the Tetons rise dramatically from the crystal-clear waters of Jackson Lake and soar thousands of feet into the air. Who needs the Swiss Alps? If you haven't been, put it on your list. Read more

December 2016: It's Always Tuesday Morning: An Article on Timing the Market

December 2016: Where are My Trump-Rally Portfolio Gains?

December 2016: The Trump Trade—What Just Happened? Winners and Losers Since Election Day

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Financial Planning Commentary

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

For the reader with the short attention span, here is a brief list of actions to consider taking in advance of potential changes to income tax laws in 2017 as a result of Republican control of Congress and the White House. Read more

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

Identity theft is an increasing concern in our electronically-driven world. Scammers, phishers and identity thieves view "hacking us" as their daily job. Someone once likened it to a never-ending game of whack-a-mole. While research suggests the elderly, newly divorced and college students are the most vulnerable, there is no question that we're all targets for the bad guys. Below are actions you can take to help protect yourself. 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

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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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