Investment Commentary
OUR LATEST INSIGHTS ON THE MARKETS AND ECONOMY
Robots: On Progress and the Market’s Long View—2nd Quarter 2025 Commentary
June 30, 2025
Robots On Progress and the Market’s Long View My children accuse me of living in […]
2nd Quarter 2025: Market and Economy
June 30, 2025
Many quarters go by when watching the market can feel like the same old rerun. […]
Investment Ingredients: Combining Assets for Optimal Returns
May 1, 2025
Ever since I can remember, I’ve always enjoyed making baked goods at home. I love […]
New World Order? 1st Quarter 2025 Commentary
March 31, 2025
New World Order? March Madness took on a whole new meaning for me last month. […]
Planning Commentary
TIMELY FINANCIAL PLANNING ADVICE
Decanting a Trust: Pouring Old Wine into a New Bottle
July 18, 2025
In the realm of estate planning, the term irrevocable trust often conjures notions of permanence […]
Trump Accounts: A New Vehicle for Long-Term Savings
July 15, 2025
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
July 15, 2025
Signed into law by President Trump on July 4, 2025, the One Big Beautiful Bill […]
Harvesting the Loss: When Does It Make Sense?
March 26, 2025
At Bragg Financial, we ask ourselves certain questions repeatedly throughout the year: Should we harvest […]