Investment Commentary
OUR LATEST INSIGHTS ON THE MARKETS AND ECONOMY
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. […]
1st Quarter 2025: Market and Economy
March 31, 2025
Entering 2025, investors were feeling optimistic. After all, the S&P 500 had just delivered back-to-back […]
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 […]
Planning Commentary
TIMELY FINANCIAL PLANNING ADVICE
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 […]
Playing Catch-Up: Making Extra Contributions for Retirement
February 26, 2025
“Do not save what is left after spending, but spend what is left after saving.” […]
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 […]