Investment Commentary
OUR LATEST INSIGHTS ON THE MARKETS AND ECONOMY
No Free Lunch: 3rd Quarter 2024 Commentary
September 30, 2024
No Free Lunch “Thirty Days, Head on the Pillow.” That was Frank Bragg’s stated rule […]
3rd Quarter 2024: Market and Economy
September 30, 2024
As I start my commentary, I am aware of how the upbeat tone regarding markets […]
Mont Ventoux: 2nd Quarter 2024 Commentary
June 30, 2024
Mont Ventoux We don’t watch much television in the Bragg house. It’s not a deliberate […]
2nd Quarter 2024: Market and Economy
June 30, 2024
Stocks continued their upward march in 2024’s second quarter, with the S&P 500 marking its […]
Planning Commentary
TIMELY FINANCIAL PLANNING ADVICE
Tax Sunset Looming: Is Your Estate Ready for 2026?
October 15, 2024
Fifteen months remain until certain provisions of the Tax Cuts and Jobs Act expire on […]
FAFSA Changes Are on the Way
September 3, 2024
2024 Update: Originally published in September 2022, this article has been updated, first in May […]
The Best Account of All
August 26, 2024
Americans love to rank things: from restaurants to movies to sports teams, if there is […]
Family Vacation Property and the Next Generation
August 22, 2024
As I write this article, my family and I are on an American Airlines flight […]