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

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

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    Stocks
How do companies initially sell stock?
100% of people found this answer helpful

In order to buy a publicly traded stock you must buy the stock listed on one of the stock exchanges such as the NYSE, AMEX, or NASDAQ. Either when it first goes public (IPO) or thereafter in the secondary market.

When a private company goes public it is referred to as an Initial Public Offering, or IPO, by selling shares of stock to the public usually to raise additional capital.  After its IPO, the company will be subject to public reporting requirements and its shares often become listed on a stock exchange. Then the shares trade openly in the secondary market.

There is one simple reason why most private business owners decide to sell ownership in their company in order to trade on the stock market: to raise money.  Going public is often the best way for an already successful business to raise capital.

There are two major options for businesses to raise money:

  1. Take out a business loan
  2. Sell ownership in the company

When a company goes public they are selling ownership in their company.

They may want to expand their business, hire new talented individuals, open more locations or any number of reasons that require obtaining more capital at the risk of giving up ownership in their business.

One process of taking a company public involves hiring a large investment bank, who acts as underwriter for an initial public offering. The underwriter decides how much money investors are willing to offer for shares in the company. An initial public offering (IPO) is then planned out and the company shares hit the stock market at a predetermined price.

While ultimately the initial capital raised for the company through the IPO will come from individual investors who purchase shares, the underwriter will usually finance the transaction, providing capital to the issuing company in advance of the stock going public.

 

May 2017
    Retirement, IRAs, Taxes
Will taking a large IRA withdrawal increase my income and put me in a higher tax bracket?
100% of people found this answer helpful
May 2017
    Asset Allocation, Stocks
Is investing in individual stocks a good method to increase the risk and potential growth of my portfolio?
100% of people found this answer helpful
May 2017
    Investing, Asset Allocation, Real Estate
Which is the better strategy when dealing with my rental homes?
100% of people found this answer helpful
May 2017
    Investing, ETFs, Stocks
Do ETFs provide greater returns than stocks?
100% of people found this answer helpful
April 2017