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Jonathan Dash

Jonathan Dash

Jonathan Dash is the Founder of Dash Investments. As Chief Investment Officer, he is responsible for all the investment management and asset allocation decisions at the firm. With over 25 years of experience in investment management, Mr. Dash has an established reputation as a superior money manager. Dash Investments has been covered in major business publications such as Barron’s, The Wall Street Journal, and The New York Times. Mr. Dash graduated from the University of Southern California with a B.S. in Finance and has also completed numerous executive programs at both Harvard Business School and Columbia Business School covering corporate restructuring, mergers and acquisitions, financial analysis and valuation. Jonathan Dash 310-502-6364.

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How to Prepare for a Phased Retirement
By Jonathan Dash
21st June 2024

Are you planning for retirement but still need to decide whether to dive headfirst or gradually ease into it by reducing your work hours and ...

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What High-Net-Worth Investors Want from Financial Advisors?
By Jonathan Dash
9th May 2024

High-net-worth investors, with their wide array of assets and lengthy tax bills, need more personalization, time, and attention ...

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Is the 4% Retirement Withdrawal Strategy Still Relevant in 2024?
By Jonathan Dash
26th February 2024

Navigating the complexities of retirement planning is crucial for ensuring long-term financial security. Central to this planning is the 4% ...

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7 Things To Do To Help Ensure Your Money Lasts for Generations
By Jonathan Dash
19th September 2023

People often place immense emphasis on accumulating wealth. In this pursuit of wealth accumulation, there is an equally important facet that is ...

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I am a Financial Advisor: 5 Common Retirement Planning Mistakes I See And How To Avoid Them
By Jonathan Dash
28th August 2023

Retirement can become burdensome without careful planning. Inadequate funds can spoil your plans for leisure and relaxation, and unexpected ...

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Where to Invest Your Emergency Funds in Retirement
By Jonathan Dash
14th June 2023

An emergency fund is one of the most vital financial instruments. It is a safety net that can rescue you in the worst of times. Having one is ...

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5 Signs You Are More Prepared for Retirement Than You Realize
By Jonathan Dash
14th April 2023

The full retirement age in America is 67 years for those born in 1960 or later. However, you can start collecting your Social Security benefits ...

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Pros and Cons of The 4% Rule in Retirement
By Jonathan Dash
7th March 2023

Retirement planning can be a complex and challenging process. You have to consider several variables, such as income, living expenses, investment ...

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Can I Retire at Age 60? An Investment Guide
By Jonathan Dash
23rd January 2023

Financial planning is vital to ensure a comfortable retirement. It can help you plan for your future goals and develop a plan according to your ...

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How to Set Realistic Investing Goals
By Jonathan Dash
26th September 2022

Setting goals, evaluating each one of them, and drafting a suitable strategy to achieve them are some of the primary things you can do to achieve ...

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How To Conduct a Financial Checkup
By Jonathan Dash
22nd June 2022

Life can move at a fast pace, and change is the only constant. Changes in your age, health, income, savings, and more, can affect your priorities ...

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4 Tips For a Successful Investment Journey
By Jonathan Dash
17th June 2022

Investment is the road to wealth, financial security, abundance, comfort, and a lot more. However, it is crucial to understand the concept of ...

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Seven Common Money Mistakes Advisors Have Seen Their Clients Make
By Jonathan Dash
20th May 2022

&ldquo;I will never financially recover from this&rdquo;. If you have ever felt this way, you may not be alone. <...

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9 Tips to Help you Boost Your Retirement Savings
By Jonathan Dash
25th February 2022

In an ideal scenario, an investor aims to have built a large retirement corpus that is earning interest (and the interest sum is earning further ...

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How To Minimize Taxes on Retirement Account Withdrawals
By Jonathan Dash
31st January 2022

You work hard all your life to effectively save for retirement. However, a financially secure retirement results from in-depth financial planning, ...

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What Makes Independent Financial Advisors Different?
By Jonathan Dash
30th June 2021

Managing your finances can be a challenging process. However, a financial advisor can help make it less daunting. Your financial advisor can help ...

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A Financial Advisor's Guide to Long Term Capital Gains
By Jonathan Dash
23rd December 2020

When it comes to long term investing, there are various aspects that can be hard for investors to track, such as the impact of market volatility, ...