
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
Six Expenses That Are Making Retirement More Expensive
By: Jonathan Dash
Many people assume that expenses usually reduce in retirement. However, although expenses like fuel, dining, work wardrobe, and more fall as you approach retirement, you...
What Should Your Average Net Worth be at Retirement?
By: Jonathan Dash
Retirement is a dream for many that everyone hopes to experience without worrying about their finances. However, to ensure a comfortable retirement lifestyle, you need...
New 401(k) Contribution Limits for 2022
By: Jonathan Dash
A reference to retirement planning is incomplete without mentioning the 401(k) retirement account. One of the earliest retirement plans instituted by the Internal Revenue Service...
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...