Investment Commentary

OUR LATEST INSIGHTS ON THE MARKETS AND ECONOMY

Paw Paws and Persimmons: 3rd Quarter 2021 Commentary

Paw Paws and Persimmons My father Frank Bragg is a country boy at heart. He […]

3rd Quarter 2021: Market and Economy

Market and Economy After rising an average of 11.3% in each of the previous five […]

Higher Tax Bills Ahead!

The average investor will face higher tax bills in the years ahead. This is true […]

Lake Wylie–Coming Together: 2nd Quarter 2021 Commentary

Lake Wylie–Coming Together Our company recently gathered for an off-site retreat out at Lake Wylie. […]

Planning Commentary

TIMELY FINANCIAL PLANNING ADVICE

Are you Prepared?

Death can be a sensitive and often avoided topic of conversation. We don’t know when […]

Maximizing Wealth Transfers to Minors

If you wish to maximize wealth transferred to a minor child or grandchild without having […]

Your 2021 Year-End Planning Checklist

2021 has been another year of unknowns. Among those is what income tax and estate […]

Pay It Forward: A Primer on Intra-family Loans

In 1946, my grandparents, both children of Swedish immigrants, borrowed money from their parents and […]