Investment Commentary

OUR LATEST INSIGHTS ON THE MARKETS AND ECONOMY

Donkeys for Sale: 1st Quarter 2021 Commentary

Donkeys for Sale I have two miniature donkeys for sale. Maybe. Their names are Murray […]

1st Quarter 2021: Market and Economy

Market and Economy What a difference a year makes! With the world shut down a […]

That Market Expert Isn’t Your Friend

History has demonstrated that markets go up and down on their way up. Studying a […]

Duck Blind: 4th Quarter 2020 Commentary

Duck Blind As I crawled into bed on a recent Friday night I found a […]

Planning Commentary

TIMELY FINANCIAL PLANNING ADVICE

Reduce Your Estate: Wealth Transfer Planning

Any change to the administration in the White House almost always brings change to tax […]

Mega Backdoor Roth Contributions–A Compelling Savings Technique for Some 401(k) Participants

At Bragg, we are always looking for opportunities to help our clients save (and invest) […]

The Bragg Client Portal–Our Investors’ Online Access Tool

Note: The online tools and reports outlined in this article are specific to clients of […]

HSA vs. FSA vs. HRA

I was not part of the “in” crowd during middle school.  I could not dribble […]