Bragg Financial

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Bragg Financial Bragg Financial Advisors provides fee-based asset management and planning for individuals, trusts, foundations, and corporations.

Conditions don’t have to be perfect for investors to make progress. In fact, they rarely are.In his Q3 market and econom...
10/16/2026

Conditions don’t have to be perfect for investors to make progress. In fact, they rarely are.

In his Q3 market and economic commentary, portfolio manager Matt DeVries takes a look at where markets stand and the opportunities and uncertainties facing investors today.

Article at https://buff.ly/NPqa5hy

What do an empty nest, a lonely black Lab, and today’s economy have in common? Growth, change, and a little friction. In...
10/09/2026

What do an empty nest, a lonely black Lab, and today’s economy have in common? Growth, change, and a little friction.

In his latest quarterly commentary, CEO Benton Bragg considers what today’s extraordinary capital spending boom means for investors and why humility remains central to Bragg Financial’s investment approach.

Article at https://buff.ly/3QHC5tb

One dollar can make a difference. Cross an IRMAA income threshold, and your Medicare premiums may jump significantly. Di...
09/28/2026

One dollar can make a difference.

Cross an IRMAA income threshold, and your Medicare premiums may jump significantly. Director of Advice Marc Scavo breaks down what retirees need to know and how to avoid costly surprises.

Read more at https://buff.ly/Zc0D35v

Have you met our newest Wealth Planner, Caleb Wetherbee? Caleb joined the Bragg Financial team in May and has hit the gr...
09/22/2026

Have you met our newest Wealth Planner, Caleb Wetherbee? Caleb joined the Bragg Financial team in May and has hit the ground running, literally! When he’s not working on retirement and cash flow analyses or continuing his financial planning education, he’s training for his first Half Ironman. Caleb’s can-do energy is lighting up the office and we can’t wait for you to get to know him!

Read more about Caleb at https://buff.ly/DQ57RYR

Some tax strategies sound too good to be true. This one might be close.Bragg Financial President Evan Anderson explains ...
09/14/2026

Some tax strategies sound too good to be true. This one might be close.

Bragg Financial President Evan Anderson explains how Qualified Small Business Stock (QSBS) can allow eligible business owners and investors to exclude millions of dollars of gains from federal taxation, and why early planning is critical.

Read more at https://buff.ly/Ik59WR1

Our team recently traded spreadsheets for spatulas at Chef Alyssa's Kitchen, where we put our baking skills to the test ...
08/07/2026

Our team recently traded spreadsheets for spatulas at Chef Alyssa's Kitchen, where we put our baking skills to the test in a lively bake-off challenge. The results? Plenty of laughs, a little friendly competition and some very tempting éclairs!

Tired of being a landlord but not eager to write a large tax check? In his latest article, wealth planner Chris Kearney ...
08/04/2026

Tired of being a landlord but not eager to write a large tax check? In his latest article, wealth planner Chris Kearney explores how Delaware Statutory Trusts (DSTs) can help real estate investors defer taxes, diversify holdings, and simplify ownership.

Read more at https://buff.ly/XQ6Qg63

529 plans are more flexible than ever—but that doesn’t mean anything goes. A few easy-to-overlook missteps in timing, do...
07/23/2026

529 plans are more flexible than ever—but that doesn’t mean anything goes. A few easy-to-overlook missteps in timing, documentation, or eligible expenses can turn a tax-free withdrawal into a costly mistake. Before you take your next distribution, read Jen Muckley’s latest article: https://buff.ly/umx5DSj

Markets staged an impressive comeback in the second quarter, but the biggest story may be who is leading the way. In his...
07/16/2026

Markets staged an impressive comeback in the second quarter, but the biggest story may be who is leading the way. In his latest article, Portfolio Manager Matt DeVries explores why diversification is proving its value in 2026—and what risks remain on the horizon.

🔗 https://buff.ly/x0oe6gn

America just celebrated its 250th birthday—and investors have plenty to celebrate, too. In his Q2 commentary, Benton Bra...
07/09/2026

America just celebrated its 250th birthday—and investors have plenty to celebrate, too. In his Q2 commentary, Benton Bragg explores what’s driving a surprisingly hot market: a resilient economy, strong corporate earnings, and the ongoing AI boom. He also offers a timely reminder that four straight years of strong returns are a gift, not a guarantee, and that discipline still matters.

🔗 https://buff.ly/aVnZgbI

Address

1031 S. Caldwell Street, Suite 200
Charlotte, NC
28203

Opening Hours

Monday 8:30am - 5:30pm
Tuesday 8:30am - 5:30pm
Wednesday 8:30am - 5:30pm
Thursday 8:30am - 5:30pm
Friday 8:30am - 5pm

Telephone

+17043770261

Website

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