Rebecca Dawson

Retirement, Investing, Taxes
97%
Helpful
162
Answers
7
Articles
310
Followers
“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
Sort By:
Most Helpful
July 2017
June 2017
May 2017
    Income Tax, IRAs, Retirement Savings
May 2017
May 2017
    Retirement Plans, Retirement Savings, Taxes, IRAs

All Answers
Sort By:
Most Helpful
    Investing, ETFs, Stocks
Do ETFs provide greater returns than stocks?
100% of people found this answer helpful

If you are currently using Robinhood, you understand the ease of use is what attracts young people, but it could also be expensive not from fees since the app is free but from your investment portfolio. An app that allows you to trade in the stock market, with no knowledge, could get more expensive versus paying the fees from an experienced financial advisor. Especially if you are buying individual stocks unless you are spending more time following them.

ETFs would be a good supplement to your individual stocks. You could also look at Unit Investment Trusts since they would give you more diversification in your portfolio and have set terms, usually 12 to 24 months. 

The only way to potentially increase your investment returns is by diversifying your portfolio, utilizing an investment discipline, and doing your homework. If you want to increase your return or become more speculative, I would advise using the services of a financial advisor. 

Adding ETFs to a portfolio of stocks may or may not increase your overall return. Increasing the performance of your portfolio is dependent on actively managing your portfolio. It is important to identify your investment risk tolerance, your time horizon, and investment goals. It sounds like you are young enough to build a successful portfolio although starting out without any experience and then having to rebuild would not be worth the savings from Robinhood.

April 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
    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
    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
    Stocks
How do companies initially sell stock?
100% of people found this answer helpful
May 2017