Broker Check

Broadcast Highlights & News Commentary

Eric Bailey & the team at BWA have been featured numerous times on outlets such as…

Forbes

Jet

Nerdwallet

The New York Times

Plansponsor

The Steve Harvey Morning Show

Wall Street Journal

The Washington Post

U.S News & World Report

Yahoo!Finance

and more...

3 ways retirees can save on taxes

3 ways retirees can save on taxes

Yahoo!Finance - Kerry Hannon

January 2024

"If you spent an abnormal amount of time in the hospital or had more healthcare events than normal, you may be able to write off qualified, unreimbursed medical expenses that are more than 7.5% of your adjusted gross income." - John Henderson

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This is what it would look like for retirees if Social Security’s surplus ran out

This is what it would look like for retirees if Social Security’s surplus ran out

Yahoo!Finance - Kerry Hannon

May 2023

“The possibility of Social Security being cut, or eliminated, will significantly impact the plans of both those that are recently retired and those that will retire in the next 10 years,” - Eric Bailey

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(Archived) Videos, Audio Clips, and Articles Featuring Eric Bailey

Click on the videos and links for prospective on Founder Eric Bailey and his core financial management principles, as documented by local and national media outlets.

WHUR 96.3 FM –– Steve Harvey Show /Bobby Gailes –Taking It to the Streets - Building Generational Wealth


WOL News Talk Radio 1450 AM & 95.5 FM – Law Talk with Ethel Mitchell - The Impact of the New Tax Law on the Black Community – Click Here to Listen




MoCo 365 – Business leaders, entrepreneurs and innovators that make up Montgomery County

Aging While Black: The Crisis Among Black Americans As They Grow Old (Archived) 

Aging While Black: The Crisis Among Black Americans As They Grow Old (Archived) 

BROOKS - Rodney A. Brooks
June 2021

"After a lifetime of racial and health inequities, Black seniors are at risk of spending their last years with declining health, little income and virtually no savings."

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Black Americans Report Changing Financial Habits Due to COVID-19 (Archived) 

Black Americans Report Changing Financial Habits Due to COVID-19 (Archived) 

PLANSPONSOR - Amanda Umpierrez
February 2021

"The racial wealth gap underscores a need for financial education and access to advice—something retirement plan sponsors can provide."

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5 Ways to Improve Your Retirement Finances in 2020 (Archived) 

5 Ways to Improve Your Retirement Finances in 2020 (Archived) 

US World News Report - Rodney Brooks
January 2020

" new year is the perfect time to start getting your finances on track, and that doesn't necessarily mean cutting back on the things you enjoy. But sometimes getting a handle on your finances can mean a little sacrifice now that will pay off in the future.

Here are five things you can do to improve your retirement finances in 2020:

  1. Convert tax-deferred retirement accounts to Roth accounts.
  2. Be aware of financial and tax changes.
  3. Consider shifting to more..."

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The Ultimate Tips for Millennial Homebuyers (Archived) 

The Ultimate Tips for Millennial Homebuyers (Archived) 

Redfin - Ryan Smith
November 2019

"Are you a millennial thinking about settling down and buying your first home? Saving for the 20% down payment can be overwhelming – for many of us, it’s tough to know where to begin! To help ease the burden, we rounded up the financial experts to weigh in with their best tips for millennial homebuyers. From long-term investment strategies to day-to-day saving tips, whether you’re in Sacramento or..."

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Retirement Savers Benefit From Changes to 401(k)s (Archived) 

Retirement Savers Benefit From Changes to 401(k)s (Archived) 

US World News Report - Rodney Brooks
August 2019

"There are a lot of changes on the horizon for 401(k) plans, which is generally good news for workers saving for retirement. Some large companies are offering long-needed improvements that will give their employees more options and greater flexibility. In addition, the U.S. House of Representatives has passed legislation, the SECURE Act, which would further enhance retirement accounts for workers and potentially expand benefits to millions more people. There is optimism that the Senate will pass..."


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How To Weather The Rocky Stock And Bond Markets (Archived) 

How To Weather The Rocky Stock And Bond Markets (Archived) 

Forbes - Kerry Hannon
August 2019

"Holy Mackerel,” my dad would have said, when the Dow plunged 767 points Monday, August 5. That stunning fall felt like the mad whoosh down the Kingda Ka roller coaster at Six Flags Great Adventure in New Jersey, the fastest in North America. Monday was the worst day of the year for the market and its sixth biggest point drop in history, due to alarm over an escalated trade war with..."


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Narrowing the Wealth and Achievement Gaps (Archived) 

Narrowing the Wealth and Achievement Gaps (Archived) 

Vision Magazine - Neil Cote
October 2018

"His professional responsibility may be sustaining generational wealth, but that doesn’t curb Eric D. Bailey’s commitment to those not sharing in the prosperity..."


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Literacy to Legacy: Building Wealth for The Next Century (Archived) 

Literacy to Legacy: Building Wealth for The Next Century (Archived) 

Advisor Magazine - Jane Meggitt
September 2018

"In a rare interview, David Rockefeller Jr., chairman of Rockefeller & Co., recently told CNBC that family meetings, allegiance to their family history, and family values have helped the iconic Rockefeller clan manage their wealth across seven generations..."


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What To Do With Your 401(k) Money When You Retire (Archived) 

What To Do With Your 401(k) Money When You Retire (Archived) 

Forbes Magazine - Rodney Brooks
May 2018

"Billions of dollars are at stake as boomers decide what to do with the $5.3 trillion they’ve invested in company-sponsored 401(k) plans when they retire. Leave the money where it is? Roll it over to an Individual Retirement Account (IRA) at a financial firm? For many, it’s a head-scratcher..."

Going Beyond the Numbers: Asking the Right Questions of Clients (Archived) 

Going Beyond the Numbers: Asking the Right Questions of Clients (Archived) 

The Wallstreet Journal - Lynn Shattuck
March 2018

"Eric D. Bailey is founder and chief executive of Bailey Wealth Advisors in Silver Spring, Md. Voices is an occasional feature of edited excerpts in which wealth managers address issues of interest to the advisory community. As told to Lynn Shattuck..."


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5 Reasons Couples Need to Talk About Retirement (Archived) 

5 Reasons Couples Need to Talk About Retirement (Archived) 

US News & World Report – Rodney Brooks
March 2018

"It's not uncommon for a 50-something couple to plop down in front of their financial planner to talk about the future, only to discover that the wife's visions of a retirement beach home clash with the husband's visions of a fishing cabin in Maine..."

Charleston Native Eric D. Bailey: One of the Nation’s Top Financial Planners (Archived) 

Charleston Native Eric D. Bailey: One of the Nation’s Top Financial Planners (Archived) 

The Charleston Chronicle
December 2017

"Charleston native Eric D. Bailey is doing quite well for himself since he embarked from Charleston on his way to  running a nation-leading financial company in Maryland..."


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I’m Rich, and That Makes Me Anxious (Archived) 

I’m Rich, and That Makes Me Anxious (Archived) 

The New York Times - Kerry Hannon
November 2017

Eric D. Bailey, founder and chief executive of Bailey Wealth Advisors in Silver Spring, Md., said possessing wealth was an uneasy feeling for many of his clients, a combination of business owners and mid- and upper-level executives whose average net worth is $3 million to $15 million.


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How African-Americans Can Find a Financial Advisor (Archived) 

How African-Americans Can Find a Financial Advisor (Archived) 

Jetmag.com – Rodney Brooks
November 2016

"One of people’s biggest worries about retirement is that they will run out of money.  It’s a legitimate concern, considering that most people haven’t saved nearly enough for retirement and many have saved nothing..."


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Stock Tip: Turn Off the Television and Call Your Financial Adviser (Archived) 

Stock Tip: Turn Off the Television and Call Your Financial Adviser (Archived) 

The Washington Post - Rodney Brooks
January 2016

"Triple-digit fluctuations in the stock market can prove disconcerting for anyone, but especially people in or near retirement, who are at or near the end of their wage-earnings phase. So they are understandably worried about their portfolios, which must provide income for the rest of their lives..."


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