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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23 hours ago
July 2017
June 2017
May 2017
    Income Tax, IRAs, Retirement Savings
May 2017

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    Investing, Stocks
How long will it take for me to receive the money that I profited from the stock market?
100% of people found this answer helpful

Once you buy a stock, ETF, mutual fund or any liquid security that trades on the stock market that increases in value after you have bought it will have what is called paper profit. A paper profit means you have unrealized capital gain in your stock or investment. It is the current market price of your stock compared to what you paid for it. Your gain will only be realized once you sell your stock.

Conversely, if your stock has gone down in value after you have bought it then you have a paper loss. Which is an unrealized capital loss in your stock or investment. It is the difference between what you paid for it and where it is currently trading. You will only realize your loss once you sell your stock while it is down in price from what was paid.

If you have not sold your stock position then you do not have a capital gain or loss for tax purposes, although there is a gain or loss in value.

Once you sell your stock or investment in your brokerage account then there a three days until the funds have settled in your account. At that time you will have access to the funds to reinvest or perhaps have a check or wire sent out to you.

The Securities and Exchange Commission (SEC) requires trades to be settled within a three-business day time period, also known as T+3. When you buy stocks, the brokerage firm must receive your payment no later than three business days after the trade is executed. Conversely, when you sell a stock, the shares must be delivered to your brokerage within three days after the sale. In other words, if you make a purchase trade on Monday, the shares would actually have to arrive in your account, and your money would have to arrive in the seller's account, on Thursday.

In addition to stocks, the T+3 rule also covers bonds, municipal securities, mutual funds (if traded through a broker), and some other securities transactions.

The fact that it takes three days for trades to settle can affect your ability to sell a stock, buy another stock, and then sell that stock in a period of less than three days. In other words, it may create a problem if you attempt a selling transaction on a stock you own, but whose purchase has not settled yet.




 


 

May 2017
    Mutual Funds
How liquid are Vanguard mutual funds?
100% of people found this answer helpful
May 2017
    Bonds / Fixed Income, Stocks
When is it safe to transition my investments from equities to bonds?
100% of people found this answer helpful
May 2017
    Financial Planning, IRAs
Can I rollover securities in-kind from a traditional IRA to a Roth?
100% of people found this answer helpful
May 2017
    Investing, Bonds / Fixed Income
What does it mean when you are waiting for a bond to settle?
100% of people found this answer helpful
June 2017