Bragg Financial

Amid all the post-election speculation about what a “Trump economy” means for your portfolio, Client Advisor Clint Townsend makes a case for investors to look past elections and maintain a steady approach. Learn more at https://buff.ly/41zPh63. #braggcommentary

Conversations about financial decisions can be difficult, especially when the priorities of those involved don’t align. Bragg Financial Wealth Planner Emily Rose Sheffield and Client Advisor Meghan Oldis share some strategies for achieving financial congruence in their latest article, available at https://buff.ly/3ZgM8Fq. #braggplanning

Each fall, the team at Bragg Financial spends a day at the Bragg farm recapping the past year, planning for the next, and reflecting on all we are thankful for, especially our family, friends, and clients, our team, and our community. #BraggTeam

If you missed our webinar on the Corporate Transparency Act or want to listen again, you still have a chance to gain valuable insights into your reporting requirements. The recording is available at https://buff.ly/3BJDvLn #braggplanning

Have you started your year-end planning? Be sure to stay ahead of those looming deadlines! Review our financial planning checklist at https://buff.ly/4et3m86 #braggplanning

What is the “disappearing estate tax exemption,” and how could it possibly cost your heirs millions of dollars? Client advisor Phillips Bragg, CFP® AEP explains the looming sunset and options to protect your estate from the effects. Read more at https://buff.ly/4hfcAap #braggplanning

Portfolio manager Matt DeVries summarizes Q3 2024 by saying, “It’s been a long time since we’ve seen nearly everything in a diversified portfolio rise across the board.” Past results can’t predict future returns, but read more about why we are cautiously optimistic for the fourth quarter and beyond at https://buff.ly/4euGW77. #braggcommentary

Bragg Financial will host a webinar on October 16 to discuss the Corporate Transparency Act, which affects millions of individuals with a business ownership interest. Join us and Melissa Wiley, tax attorney and partner at Lowenstein Sandler, LLP, to learn who must report, what information must be reported and when, as well as practical tips for streamlining reporting and compliance. Learn more at https://buff.ly/3BJDvLn.

How do the proposals of the main presidential candidates align with economic reality? Firm president Benton Bragg walks us through a close look at past, current, and proposed policy and the balance of power in a free-market economy. Read more at https://buff.ly/3zXFKdp. #braggcommentary

Forget sports teams or local restaurants … Bragg Financial client advisor George Climer wants to discuss his pick for the best investment account of all. Read along as he takes a closer look at the potential impact of different account types and why it matters where you invest your money: https://buff.ly/3Z9rWGQ #BraggPlanning