Rebecca Dawson

Retirement, Investing, Taxes
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“Rebecca Dawson is an experienced, independent financial advisor offering personalized wealth and investment management guidance to a select group of individuals, families, and businesses in Southern California and around the country.”
Firm:

Silber Bennett Financial

Job Title:

Senior Vice-President

Biography:

Rebecca Dawson is an experienced, independent financial advisor offering personalized wealth and investment management guidance to a select group of individuals, families, and businesses in Southern California and around the country. Her mission is to be a trusted advisor to her clients by partnering with them to identify what is most important in their financial lives while providing tailored solutions to help achieve their goals.

For over 20 years, Rebecca has served as a financial advisor. She has developed highly refined methods for evaluating client's needs and formulating successful investment strategies. She and her staff provide an exceptional level of service to her clients, who are typically worth well in excess of $1 million and include some of the most prominent people in the United States.

Before joining Silber Bennett, Rebecca managed her own independent brokerage office since 1999. Prior to that she held similar positions with PaineWebber, Merrill Lynch, and Alex.Brown & Sons.

Her clientele have included corporate presidents, and officers, charitable foundations, pension funds, business owners, and wealthy retirees. Her affiliation with Silber Bennett Financial provides her clients with full service wealth strategies.

Education:

BA, Liberal Arts, University of Texas at Austin

Disclaimer:

SECURITIES AND ADVISORY SERVICES OFFERED THROUGH SILBER BENNETT FINANCIAL, INC.

DOI: CA 0H72697  |  MEMBER: FINRA / SIPC

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May 2017
    Retirement Plans, Retirement Savings, Taxes, IRAs
April 2017
    ETFs, Financial Planning, Investing, Mutual Funds
May 2017
    Income Tax, IRAs, Retirement Savings
March 2017
    IRAs, Retirement Savings, Tax Deductions / Credits, Real Estate
May 2017

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    Mutual Funds
What is the minimum amount of money that I can invest in a mutual fund?

Mutual funds are either closed-end or open-ended funds. 

  • Closed-End Funds
    This type of fund has a set number of shares issued to the public through an initial public offering (IPO). These shares trade on the open market, also the fact that a closed-end fund does not redeem or buy new shares like an open ended mutual fund, subjects the fund shares to the laws of supply and demand. As a result, shares of closed-end funds may trade at a discount or a premimum to net asset value.
  • Open-End Funds
    An open-ended mutual fund means that the fund does not have a set number of shares. Instead, the fund will issue new shares to an investor based upon the current net asset value and redeem the shares when the investor decides to sell. Open-end funds always reflect the net asset value of the fund's underlying investments because shares are created and destroyed as necessary.

Open ended mutual funds have a minimum initial investment which can vary with most in the $1,000 - $5,000 range. The minimum initial investment may be substantially lowered or waived altogether if the investment is for a retirement account such as a 401K, traditional or Roth IRA, and/or the investor agrees to automatic, reoccurring deductions from a checking or savings account to invest in the fund.

Closed end funds typically get priced on the IPO somewhere between $20 and $25 per share. So depending on the current selling price the minimum investment is usually around 100 shares.

 

3 hours ago
    Bonds / Fixed Income
When should you sell a bond?
3 hours ago
    Investing
How can I buy oil as an investment?
4 hours ago
    Investing, ETFs, Mutual Funds
What advantages do exchange-traded funds have over mutual funds?
4 hours ago
    IRAs, Real Estate, Starting Out
Should I invest more into saving for a down payment on a house or saving for retirement?
4 hours ago