Investment Commentary
OUR LATEST INSIGHTS ON THE MARKETS AND ECONOMY
The Tortoise and the Hare: Why Most Investment Predictions Fall Short
February 5, 2025
Bedtime at the Bykovsky house is always an adventure. It feels less like a peaceful […]
The Next 60 Years: 4th Quarter 2024 Commentary
December 31, 2024
The Next 60 Years As Bragg Financial marks its 60th year in business, I’m reminded […]
4th Quarter 2024: Market and Economy
December 31, 2024
After more than two decades in the investment industry, I am still in awe at […]
The Trump Trade
November 25, 2024
The time has come for market commentators and analysts to outline what Donald Trump’s reelection […]
Planning Commentary
TIMELY FINANCIAL PLANNING ADVICE
Do I Still Need My SLAT?
January 27, 2025
A New Administration The Tax Cuts and Jobs Act (TCJA) of 2017 introduced significant tax […]
2025 Tax Rates & Inflation Adjustments
December 23, 2024
The cost of living adjustments and tax changes for 2025 were released by the IRS […]
The Power of Congruence: Aligning Values, Beliefs, and Actions
November 21, 2024
Have you ever gathered as a family to discuss a big financial decision, only to […]
Your 2024 Year-End Planning Checklist
November 11, 2024
With election day behind us and the frantic holiday season fast approaching, you might want […]