
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
800-549-3227
Here’s Why Every Tax Season is a Good Time to Revisit Your Financial Investments
By: Jonathan Dash
The tax season is the perfect time to take a closer look at your financial investments. The 2025 tax season started on January 27 and...
3 Key Financial Habits That Set Wealthy Retirees Apart
By: Jonathan Dash
The wealthy may seem to have it all figured out, but their success is the result of years of discipline and sound financial choices. Nothing...
Things You Should Know About RMDs if You Are Turning 73
By: Jonathan Dash
Retirement accounts like the 401(k) and the Individual Retirement Account (IRA) are broadly classified as traditional, and Roth based on their taxability. Roth accounts are taxed on contributions, allowing...
Should You Keep Your Money with Your Employer’s 401(k) Plan After You Retire?
By: Jonathan Dash
One critical financial decision looms large as you approach retirement - how does a 401(k) work when you retire? Knowing what to do with the nest...
6 Reasons Your Retirement Plan Might Change and How to Prepare For it
By: Jonathan Dash
Planning for retirement is an essential part of securing a financially stable future. It can help you live a financially secure life without worries and...
What to do if you made excess Roth IRA contributions
By: Jonathan Dash
Retirement planning involves setting financial goals and creating a strategy to achieve them in order to ensure a secure and comfortable future. There are a...
How to Measure the Compound Rate of Growth in an Investment Portfolio
By: Jonathan Dash
Investing your money is one of the most critical components of financial planning. Investing is significant for wealth creation. It can help you achieve varied...
7 Things to Keep in Mind When Considering a Roth IRA Conversion
By: Jonathan Dash
The Individual Retirement Account (IRA) is a tax-advantaged retirement account that offers tax savings and the opportunity to grow your money through multiple investments in...
4 Retirement Rules to Follow at 55
By: Jonathan Dash
Retirement planning can entail different things at different junctures of life. When you are young, it may involve investing in stocks, mutual funds, 401ks, and...
How Living Longer Will Impact Your Retirement
By: Jonathan Dash
The life expectancy in America was 68.14 years in 1950. In 2022, it increased to 79.05 years. While the thought of living longer is positive,...