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Bragg Financial Advisors

The Bragg Team

Investment & Special Commentary

4th Quarter 2017: A High P/E and the DMV
By Benton S. Bragg CFP®, CFA

My son flunked his driving test at the DMV last month. According to the DMV officer, Carlton (16) ran over the curb as he drove out of the parking lot. Needless to say, his mother was less than impressed with Carlton's performance and we all enjoyed teasing him to no end when he got home that day. Read more

3rd Quarter 2017: Car Wash

2nd Quarter 2017: Bedpans and Bull Markets

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

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Financial Planning Commentary

Phillips Bragg

Mary Lou Daly
A Summary of The Tax Cut and Jobs Act of 2017
February 2018
by Phillips M. Bragg, AEP®, CFP® and Mary Lou Daly, CPA, CFP®

The Tax Cut and Jobs Act of 2017, passed by Congress and signed by President Trump in December of 2017, contains the most sweeping change to the U.S. tax code in decades. H.R. 1, as approved by Congress, impacts virtually every individual and business on a level not seen in over 30 years. Read more

Phillips Bragg
Who Gets a Tax Cut?
February 2018
by Phillips M. Bragg, AEP®, CFP®

Scratching your head about the new tax bill? The Tax Cut and Jobs Act of 2017 (TCJA) will reduce the tax bill for most Americans. If you are wondering if you are included in that group, the tool below might answer your question. Read more

Mary Lou Daly
Tax Deduction "Bunching" – The Tax Cuts and Jobs Act of 2017
January 2018
by Mary Lou Daly, CPA, CFP®

In my 25 years as a CPA, I rarely advised a client to claim the standard deduction when filing tax returns. Many taxpayers were better off itemizing because the sum of their allowable itemized deductions exceeded the amount of the standard deduction. This may change under the Tax Cut and Jobs Act of 2017 (TCJA), passed in December of 2017. Read more

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News Feed

Retirement Celebration for Suzanne Wittebort

Suzanne Wittebort
February 23, 2018 – The Bragg Financial family gathered at the Packhouse on Wednesday, February 21, 2018, to celebrate the retirement of portfolio manager, Suzanne Wittebort. Read more

Bragg Financial Sponsors PBS Program Trail of History

Friendship Nine historic marker in Rock Hill, South Carolina
February 22, 2018 – Bragg Financial has renewed their sponsorship of the Trail of History, a PBS program that airs on Tuesday nights on WTVI, channel 42. Read more

Bragg Financial Welcomes Melissa Smith

Melissa Smith
January 31, 2018 – Bragg Financial Advisors is pleased to announce that Melissa Smith has joined the firm as Assistant Office Manager. Read more

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 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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