Rebecca Dawson

Retirement, Investing, Taxes
97%
Helpful
169
Answers
8
Articles
316
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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
  • Why Choose Rebecca Dawson
  • Rebecca Dawson on To The Point
All Articles
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Most Helpful
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
    Retirement Plans, Retirement Savings, Taxes, IRAs
May 2017

All Answers
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    Investing, Mutual Funds
What is my next step after investing in mutual funds?
50% of people found this answer helpful

From your question, I am not sure how long you have held your mutual funds nor what upfront fees were paid. Mutual funds can be expensive so if an upfront commission was paid it may take a while to get your investment whole again depending on the performance of the fund. 

Your next step is to track the performance of your mutual fund. If it is not outperforming the corresponding index then it may be time to shift assets. If you paid an upfront fee or if there is a back end fee then most mutual funds will allow their shareholders to transfer to another mutual fund under the same family of funds within the same mutual fund company. If you are not subject to these fees then there are other alternatives to mutual funds that do not have the same commission structure and would still give you diversification.

Among alternatives to mutual funds that are structured differently and will also give you diversification: Unit investment trusts (UITs) are a fixed portfolio of securities usually with a 12 to 24 month term, therefore, no annual expenses only an upfront commission. Additionally, exchange-traded funds (ETFs) offer diversification and liquidity with lesser fees relative to mutual funds.

The bottom line is that mutual funds are not always the safe haven that they have been touted. The companies that manage mutual funds face a fundamental conflict between producing profits for their owners and generating superior returns for their investors. The best way to evaluate a fund is by digging a bit deeper into the fees and also looking at the turnover ratio prior to investing. It is important to understand the good and bad points. The probability of a successful portfolio increases dramatically when you do your homework. 

Read more: Consider These Fees When Evaluating Mutual Funds | Investopedia https://www.investopedia.com/advisor-network/articles/consider-these-fees-when-evaluating-mutual-funds/#ixzz50nOEV7LD 

5 days ago
    Investing
Can you invest in hedge funds?
5 days ago
    401(k)
Where should I move my 401(k) account from my past employer?
100% of people found this answer helpful
5 days ago
    Mutual Funds
What's the difference between a mutual fund and a hedge fund?
83% of people found this answer helpful
2 weeks ago
    IRAs, End of Life
Does a required minimum distribution get passed down to a beneficiary in the event of the IRA owner's passing?
3 weeks ago