As the Founder and Chief Investment Officer of Dash Investments, Jonathan Dash is responsible for all investment management and asset allocation decisions at the firm. Mr. Dash has over 25 years of investment management experience and has established himself as a superior money manager. His firm, Dash Investments, has been featured in major business publications such as The New York Times, The Wall Street Journal, and Barron’s. Jonathan Dash also holds a B.S. in Finance from the University of Southern California and has completed executive programs at Harvard Business School and Columbia Business School in areas such as financial analysis and valuation, mergers and acquisitions, and corporate restructuring.
Jonathan Dash 310-502-6364
A healthcare bucket is an essential component of a savvy retiree's portfolio, dedicated specifically to meeting the medical expenses that may ...
Retirement planning has traditionally been perceived as a financial endeavor. It is aimed at securing your future and providing financial ...
It is essential to grasp the potential value of your Roth Individual Retirement Account (IRA) when planning for your retirement. A Roth IRA is a ...
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Social Security is a federal old-age, survivors, and disability insurance program administered by the Social Security Administration (SSA). It ...
Retirement is a significant milestone in life. You may have spent all your adult life preparing for it, putting away your hard-earned money in ...
The Individual Retirement Account (IRA) is one of the most popular retirement savings vehicles. The account can be opened with a credit union, ...
When you create a retirement plan, there are several factors you need to look at. This can include your financial goals, risk appetite, time ...
Most financial experts recommend starting retirement planning at the beginning of your career, ideally in your 20s and 30s. There are several ...
The Setting Every Community Up for Retirement Enhancement (SECURE) Act was signed in 2019 and enacted under former President Donald Trump on ...
Retirement planning is a vital part of financial planning. It can help ensure you live a comfortable and financially secure retirement and should ...
Retirement planning is a long-term process that can take years and years of preparation. However, the last five years can be particularly ...
Retirement can bring a mix of emotions. Some people dread retirement as it is associated with old age and limited money-making opportunities. ...
Retirement planning is an intricate process that can include a number of estimations, calculations, and decisions. It can be tricky for one person ...
The 401k and Individual Retirement Account (IRA) are, in more ways than one, an obvious choice for those planning for their retirement. Both plans ...
A 401(k) retirement account is a tax-advantaged account that an employer offers to an employee. This company-sponsored plan is one of the best ...
Retirement planning refers to planning for your future needs after you quit working. It can include tax planning, healthcare planning, debt ...
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Retirement can draw mixed emotions in most people. For some, it is a welcomed change, while others may see it as a bitter passage to old age. ...
The average median retirement income as of 2022, as declared by the U.S. Census Bureau for someone aged 65 or above, is $47,357. The mean average ...
There are two phases of retirement planning. The first involves the preparation for retirement. This includes setting a budget for savings, ...
If you have been diligently planning for your retirement, but the talk of recession is making you uneasy, you are certainly not alone. With the ...
The Roth IRA is one of the most widely used retirement vehicles in the U.S. An Individual Retirement Account (IRA) has two types – the ...
Retirement planning can involve a number of things, right from investing in stocks, bonds, and mutual funds to certificates of deposits, money ...
No matter how much you save or invest throughout your life, your retirement savings are limited, so you should use them optimally. The chances of ...
An Individual Retirement Account (IRA) is a tax-advantaged retirement account that lets you plan and save for your retirement needs. You can open ...
Life in retirement can be laid back. You do not have the hustle-bustle of commuting to work every day. Expenses on socializing, travel, eating out,...
Retirement planning can be tricky, but retirement accounts like the IRA simplify the hassle. An individual retirement account (IRA) is a tax-...
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If you are young and just starting your career, retirement might not be your primary concern at the moment. However, there is no time better than ...
Since the 1950s, the majority age of the U.S population has been 65 years or older. The number of people in this age group is expected to further ...
After years of working hard, experiencing job insecurity, grappling with peer pressure, dealing with familial responsibilities, and more, ...
Retirement planning is a long process. It requires due diligence, time, and effort. It can be confusing at times as there is a lot at stake. A ...
Traditionally, retirement savings accounts like a 401(k) and IRA (individual Retirement Account) were advertised as the most effective mediums to ...
Retirement is the beginning of the golden years of your life and the end of a steady income. To ensure you have a secure retired life, it is ...
Although the retirement process is the same for most people today as it has always been, several factors have significantly transformed over the ...
Retirement can invoke mixed emotions in an individual. If you dislike the humdrum of work, traffic, deadlines, and meetings, retirement can be the ...
As per the last Bankrate survey, more than 50% of Americans feel they are not saving enough for their retirement years. This explains why most ...
A 401(k) is vital for your retirement plan. Investing in a 401(k) is one of the most popular ways U.S. workers save up for their retirement. The ...
Saving for retirement is not always as easy as it seems. While most people know of or have heard of different retirement accounts, investment ...
Retirement planning refers to saving and investing your money to ensure a steady stream of money in your retirement. Your retirement can last many ...
Despite most people recognizing the need for retirement planning, nearly three-quarters of Americans agree that the country is facing a retirement ...
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When you lose a family member, managing their old retirement accounts is likely not one of the first things that come to mind. However, if you are ...
Most people consider their retirement to consist of a relaxed lifestyle with ample time to enjoy things and pursue hobbies, travel the world, ...
Retirement planning is a long-term process that requires many strategies, methods, modifications, and brainstorming sessions along the way. Since ...
Your retirement portfolio is the foundation for a secure financial future. Typically, your retirement portfolio comprises your retirement and non-...
A critical part of retirement planning is to find the right answer to the question – “How much money do I need for a comfortable ...
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