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. #BraggTeam
We had such a great time at Eastover Elementary’s Beat the Eagle event! Coffee for teachers and parents, bubble wands for students—and lots of smiles all around. It’s a special honor to support a school that’s now shaping the fourth generation of the Bragg Financial team. 💚☕🫧
#bragginthecommunity #beattheeagle @eastoverpta
And just like that, the fifth Bragg Financial Shred It is in the books! A big thank you to everyone who came out—and cleared out. You’re the reason we love what we do!
Meet Alex Wagner, our newest Client Service Associate! With eleven years of experience, she brings a thoughtful attention to detail and a genuine enthusiasm for caring for clients. Outside the office, Alex enjoys traveling and spending time with family, often at the same time. We’re excited to welcome her to the Bragg Financial team! Get to know more about Alex at the link in our bio.
#BraggTeam
If we learned anything in the first quarter of 2026, it’s that the world still runs on oil. With uncertainty in the headlines, Portfolio Manager Matt DeVries takes a step back and looks for value in volatility. Learn more in his latest quarterly commentary, available at the link in our bio.
#braggcommentary #investing #economy
AI may dominate headlines, but some investors are shifting toward physical assets—from pipelines to data centers. Benton Bragg explores the trend in our latest commentary. Link in bio.
#braggcommentary #investing #economy
We are thrilled to introduce our new assistant office manager, Leigh Harris! An educator for nearly a decade, she brings her passion for helping others to the Bragg Financial team. We can't wait for you to meet her when you visit our office! In the meantime, you can learn more about Leigh at the link in our bio.
#BraggTeam
Retirement isn't just a financial milestone; it's a design challenge. In their latest article, Emily Rose Sheffield and Meghan Oldis explore how to build a retirement with real purpose. Read more at the link in our bio.
#braggplanning
We are delighted to welcome Eli Warner to Bragg Financial as a Service Team Associate. A native of the Carolinas, Eli earned his degree from the University of Georgia in 2022 before returning to Charlotte to launch his career. With his incredible attention to detail and upbeat personality, we can’t wait for you to get to know him! Learn more about Eli at the link in our bio.
#BraggTeam
When there are no default heirs, every estate planning decision must be made intentionally—from naming trusted decision-makers to defining a lasting legacy. Jen Muckley explores what’s at stake for childfree adults and how they can plan with purpose. Read more at the link in our bio.
#braggplanning #estateplanning
Success can create hidden risks. Holding big winners to avoid taxes can lead to dangerous concentration—and missed opportunities for future growth. Anthony Bykovsky explains why thoughtfully realizing gains and rebalancing may help protect long-term wealth, at the link in our bio.
#braggplanning #wealthplanning
Coming this spring: Bragg Foundations, the next evolution of Bragg Bootcamp! The program launches May 19–20, 2026, with a fresh focus: Financial Fundamentals & Career Readiness. Designed for rising college juniors and older (ages 21–23), this two-day experience equips young adults with the tools to manage their finances and prepare for the professional world.
Learn more about what to expect at the link in our bio.
