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
Is a Retirement Bucket Strategy Good for Retirement?
By: Jonathan Dash
These days, no longer can one rely on just their hard-earned savings to achieve a safe and comfortable retirement. They must also plan and follow...
Can You Retire On 1 Million Dollars?
By: Jonathan Dash
A $1 million nest fund was considered the gold standard of retirement planning success for a long time. It was thought to be sufficient to...
How to Plan Your Taxes if You’re a High-Net-Worth-Individual
By: Jonathan Dash
The broad scope of tax legislation that has become law over the past several years has prompted many higher-income taxpayers to take a closer look...
5 Investment Strategies For High-Net-Worth-Individuals
By: Jonathan Dash
High net worth individuals (HNWIs) are people with liquid assets in the range of $1 million and $5 million. What sets individuals with a high...
What is the Difference Between Portfolio Management and Financial Planning?
By: Jonathan Dash
Managing your finances is crucial for everyone, be it an individual or a firm, as it paves the way for financial freedom through the attainment...
Portfolio Management for High-Net-Worth Individuals
By: Jonathan Dash
Portfolio management is the careful selection, prioritization, and control of every aspect of personal finance that goes towards building an investment portfolio. Every investment comes...
What Inflation is and How You Can Protect Your Retirement Plan Against It
By: Jonathan Dash
Inflation is a cause of concern for retirees as it can quickly erode one’s retirement savings, leaving you with an insufficient corpus to match your...
Understanding Your Investment Risk Profile
By: Jonathan Dash
Benjamin Graham, one of the greatest investors of yesteryears, famously said, “Successful investing is about managing risks, not avoiding it.” Risk, to put it simply,...
5 Financial Planning Steps Women Can Take to Build Wealth
By: Jonathan Dash
It’s 2021, and a lot has changed over the years for the better in the movement towards gender equality. Women increasingly feel empowered and ready...
10 Common Investment Mistakes to Avoid Under Current Market Situations
By: Jonathan Dash
The year 2020 was thrown into disarray by the COVID-19 virus with far-reaching repercussions. Lockdowns and social distancing led to disrupted workforces that resulted in...