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1031 S. Caldwell St., Ste. 200
Charlotte, NC 28203
Phone: (704) 377-0261
advisors@braggfinancial.com

1031 South Caldwell Street

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News Feed

The News Feed can help you keep track of when our firm or our Queens Road Funds are mentioned in the local or national media. This tab also features news, stories and information about our firm and the good people that work here. These articles are meant to help you gain a better perspective on our firm and who we are and the services that we provide for our clients.

 

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

Ben Rose, CFP® passes Level II of CFA® exam

Ben Rose
July 31, 2017 – Ben continues on the path toward becoming a CFA® charterholder. The Chartered Financial Analyst® designation is designed for portfolio managers and requires three exams given over a three-year period. Ben has successfully completed the Level I and II exams and is now preparing for the CFA® Level III exam that will be offered in June 2018. Learn more about Ben here and read about the CFA designation here.

Bragg-sponsored Girl Scout Troop Completes First Year

Girl Scout Troop 487
May 24, 2017 – Girl Scout Troop 487, sponsored by Bragg Financial Advisors, celebrated completion of their first year at Druid Hills Academy with a Daisy Petal Ceremony. Read more

Charlotte Business Journal names Bragg to list of largest local financial planning firms
Charlotte Business Journal
by Amy Shapiro
May 5, 2017 –
Bragg Financial Advisors comes in at number six on the list. Ranking is based on the number of CFP® professionals.

Bragg Financial a proud sponsor of 2017 WDAV Young Chamber Musicians Competition
April 23, 2017 – The competition featured young musicians ages 14-25 from around the country and was streamed live by WDAV. Winners received a share of $12,000 in prize money and will perform in the upcoming 2017-18 Davidson College Concert Series. Learn more about the event, meet the competitors, and watch a rebroadcast of the event here.

Financial Advisor—Value Investing In An Age Of Accelerating Change
April 17, 2017 – Portfolio Manager Steve Scruggs and Bill Hortz discuss how Benjamin Graham principles apply to today's innovative companies as Queens Road Funds looks for investment opportunities. Visit Queens Road Funds, download a prospectus, or view disclosures.

Morningstar magazine features Queens Road Funds
April 5, 2017 – Tom Lauricella sat down with the investment team at Queens Road Funds for an in-depth interview to learn more about our people, process and results over time. Morningstar named the Queens Road Small Cap Value fund to the Morningstar Prospects list in 2016 and chose to feature the fund in the April 2017 issue of the magazine. Visit Queens Road Funds, download a prospectus, or view disclosures.

Bragg Financial is growing! Welcome Lynn Araujo.

Lynn Araujo
February 1, 2017 – Bragg Financial Advisors welcomes Lynn Araujo to the firm as a Senior Financial Planner.

Barron's discusses value investing with Queens Road Funds Managers
October 4, 2016 – Visit Queens Road Funds, download a prospectus, or view disclosures.

Forbes contributor Wally Forbes interviews Portfolio Manager Steve Scruggs
September 22, 2016 – Visit Queens Road Funds, download a prospectus, or view disclosures.

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, download a prospectus, or view disclosures.

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, download a prospectus, or view disclosures.

Financial Advisor Magazine includes Bragg Financial Advisors as one the top 200 largest RIA firms in the country
Financial Advisor Magazine
by Evan Simonoff and Eric Rasmussen
July 1, 2016 –

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, download a prospectus, or view disclosures.

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
by James K. Glassman
June 1, 2016 –
Visit Queens Road Funds, download a prospectus, or view disclosures.

Queens Road Funds on theStreet.com

theStreet.com
by Gregg Greenberg
May 19, 2016 –
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, download a prospectus, or view disclosures.

Right Moves for Youth

May 6, 2016 – Team "Bragging Rights" participated in the Right Moves for Youth Twilight 5K on May 6th.

Wing Haven Gardens

May 1, 2016 – Bragg Financial celebrated the end of tax season by enjoying lunch at Wing Haven Gardens and Bird Sanctuary. Wing Haven is a hidden jewel…

Bragg Financial Teaches School

Suzanne Wittebort reads to students
April 23, 2016 – Bragg Financial Advisors provided free financial planning advice to CMS teachers and taught financial planning concepts to elementary and high school students during national Money Smart Week.

The Wall Street Journal Category Kings for Q1 2016
The Wall Street Journal
April 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 03/31/16. Visit Queens Road Funds, download a prospectus, or view disclosures.

Charlotte Business Journal: Bragg Financial Advisors enjoys national spotlight
Charlotte Business Journal
by Hilary Burns
March 21, 2016 –

Charlotte Observer: Frank Bragg, Co-Founder of Right Moves for Youth, issues challenge grant that will dramatically increase students served.

Right Moves for Youth
The Charlotte Observer
by Mark Price
February 1, 2016 –

US News & World Report included the Queens Road Small Cap Value fund in a list of Best Fit Small Value mutual fund as of 01/31/2016.
US News & World Report
January 31, 2016 –
Learn more about the methodology used. Visit Queens Road Funds or download a prospectus.

Zacks includes QRSVX as one of 4 strong-buy small-cap value mutual funds
by Zacks Equity Research
December 3, 2015 –
Visit Queens Road Funds or download a prospectus.

Bragg Financial Advisors Sponsors Live WDAV Broadcast of Charlotte Lessons and Carols

WDAV 89.9FM
November 24, 2015 – Bragg Financial Advisors is pleased to be the presenting sponsor for the eighth consecutive year of WDAV's live broadcast of Charlotte Lessons & Carols. As our gift to the community, we hope you will join us for this perfect way to celebrate this joyful holiday season.

Bragg Financial is growing! Welcome Matt Devries

Matt Devries
October 1, 2015 – Bragg Financial Advisors is pleased to announce that Matt Devries, CFA®, has joined the firm as a Portfolio Manager.

Bragg Financial Welcomes Emily Rose Sheffield to Client Services Team

Emily Rose Sheffield
October 1, 2015 – Bragg Financial Advisors welcomes Emily Rose Sheffield to the firm as a Client Service Associate.

Frank and Kathy Bragg host concert to benefit Bechtler Museum of Modern Art

Bechtler Museum of Modern Art
September 19, 2015 –
The Bechtler Museum of Modern Art opens its 2015-2016 Music and Museum season with a Living Room concert performed by cellist Amit Peled and pianist Stefan Petrov on Saturday, September 19. Click here to learn more and purchase tickets.

Charlotte Observer: Popular Charlotte artist, David French, credits Frank Bragg for giving him his first big break

Popular Charlotte artist, David French, credits Frank Bragg for giving him his first big break
Charlotte Observer
by Page Leggett
August 16, 2015 –

Charlotte Business Journal lists Bragg Financial Advisors as one of the top 20 largest financial asset managers in Charlotte
Charlotte Business Journal
by Amy Shapiro
July 17, 2015 –

Bragg Financial Welcomes New Team Member Stephanie Higgins

Bragg Financial Welcomes New Team Member Stephanie Higgins
July 10, 2015 – Bragg Financial Advisors is pleased to announce that Stephanie Higgins has joined the firm as Assistant Office Manager.

Financial Advisor Magazine includes Bragg Financial Advisors as one the top 200 largest RIA firms in the country
Financial Advisor Magazine
by Jeff Schlegel
July 1, 2015 –

Benton Bragg receives Scouting's Silver Beaver Award

Benton Bragg receives Scouting's Silver Beaver Award
April 23, 2015 – The Silver Beaver Award is the highest recognition awarded to adult Scout volunteers within a local council. The award is given in recognition of volunteers of exceptional character who have provided distinguished service to youth through scouting.

Charlotte Business Journal lists Bragg Financial Advisors as one of the top 10 largest financial planning firms in Charlotte
Charlotte Business Journal
by Amy Shapiro
April 17, 2015 –

Bragg Financial Goes to School

Bragg Financial Goes to School
April 13, 2015 – When Bragg Financial portfolio manager Ben Rose arrives at work on Monday mornings after tutoring at Druid Hills Academy, he says he feels "refreshed. It puts a smile on my face for the rest of the day."

The Sound of Everything Unveiled

The Sound of Everything Unveiled
January 9, 2015 – Commissioned by company founder Frank Bragg, the work is the largest in a series of Shaun Cassidy's sculptures that attempt to create physical equivalents of musical sound and its emotional and associative resonances.

Frank Bragg honored as co-founder of Right Moves for Youth

Frank Bragg honored as co-founder of Right Moves for Youth
November 14, 2014 – Twenty-five years. More than 30,000 children served. Hundreds of thousands of volunteer hours. Education. Community. Commitment. Change.

Charlotte Business Journal quotes Benton Bragg regarding rebounding economy
Charlotte Business Journal
by CBJ Staff
September 13, 2013 –
With a rebounding economy, what are financial advisers telling clients?

Charlotte Business Journal quotes Phillips Bragg regarding fiscal cliff
Charlotte Business Journal
by Laura Williams-Tracy
February 1, 2013 –
The view from the cliff: Political brinksmanship brings little harm to realm of financial planning

Bloomberg News interviewed Steve Scruggs regarding recent spin-off of Ingeroll Rand security unit
Bloomberg News
by Brooke Sutherland & Lindsey Rupp
December 12, 2012 –
Bloomberg News interviewed Steve Scruggs regarding recent spin-off of Ingeroll Rand security unit.

Charlotte Business Journal quotes Benton Bragg on Federal Reserve Chair Bernanke QE3 action
Charlotte Business Journal
by Adam O'Daniel, Finance Editor
September 13, 2012 –

Bragg Financial Welcomes Ben Rose!
September 5, 2012 –

Benton Bragg comments on commodities as investment strategy
Charlotte Business Journal
by CBJ Staff
August 30, 2012 –

Adviser Finds Niche Conserving Land, Trimming Taxes
Dow Jones Newswires
by Daisy Maxey
July 30, 2012 –
Market's uncertainty and dreadful results test client skills of money-management firms.

The Ultimate Land Investors
Lake Norman Citizen
by John Deem
June 1, 2012 –

Benton Bragg quoted on the downfall of bank stocks
Charlotte Business Journal
by Laura Williams-Tracy , Contributing writer
February 3, 2012 –

Small Value Funds Sail Along
The Street
by Stan Luxenberg
October 21, 2010 –

Sudanese Refugee Works to Build School
Charlotte Observer
by Greg Lacour
July 25, 2010 –

Video Interview With Steve Scruggs: Look for Cash Flow in Small-Cap Stocks
Morningstar
by John Coumarianos
July 19, 2010 –
Queens Road Funds manager Steve Scruggs looks for small-cap names that generate copious amounts of cash. Visit Queens Road Funds or download a prospectus.

A Lesson in Crisis Management
Charlotte Business Journal
by Laura Williams-Tracy
July 25, 2009 –
Market's uncertainty and dreadful results test client skills of money-management firms.

Cigar Butts and Moats: How to Implement a Buffett-Inspired Fund Strategy
Morningstar
by John Coumarianos
June 25, 2009 –
Morningstar analyst recommends Bragg Financial Advisors' Small Cap Value

Life is Good and Getting Better
Greater Charlotte Biz
by Janet Kropinak
April 30, 2009 –

Local Fund is Top Performer
Charlotte Observer
by Jen Aronoff
November 15, 2008 –
Smaller loss for the year means big attention for Queens Road financial firm.

Managers, advisers divided about weighting insurance
Investment News
by Darla Mercado
August 25, 2008 –
Some are buying, expecting a run-up; others stay far away. Quoting Steve Scruggs