Bragg Financial

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 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, 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 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 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

The market’s biggest winners may also be its biggest blind spot. As a handful of companies drive returns, what are investors missing beneath the surface? Portfolio Manager Lauren Klaiber looks beyond the headlines in her latest article: https://buff.ly/VdSFriS

Itemized deductions are making a comeback. Recent tax law changes have shifted the calculus, creating new opportunities—and a few easy-to-miss tradeoffs—for thoughtful planning. Client Advisor Lynn Araujo shows us what to look for: https://buff.ly/H05rRwZ

Bragg Financial recently announced that they will match up to $75,000 in donations to K Needs Play. This community initiative hopes to bring play-based learning back to 45 CMS kindergarten classrooms this fall. Funds must be raised by July 1 to ensure the pilot program launches successfully. CMS plans to expand the program to remaining elementary schools in coming years. Read more about how you can help at https://buff.ly/b0vssdk

What a launch for Bragg Foundations—the next evolution of Bragg Bootcamp! Nine years after its inception, the program received a fresh focus for 2026: Financial Fundamentals & Career Readiness. The young adults who joined us brought insight, curiosity, and plenty of energy. We can’t wait to see all they accomplish!

A perfect afternoon at the Charlotte Knights game topped off with a big WIN! It doesn't get much better than a company outing at the ballpark.