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Jonathan Dash

Jonathan Dash

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

7 Retirement Planning Strategies for Late Starters

By Jonathan Dash
24th May 2023

Learn effective retirement planning strategies designed for late starters. Take control of your financial future and bridge the gap to achieve your retirement ...

5 Important Financial Steps to Take When You Are 5 Years Away from Retirement

By Jonathan Dash
9th May 2023

Are you approaching retirement? Learn five crucial financial steps to take when you're five years away from retirement to ensure a secure financial ...

7 Tips to Ensure a Successful Retirement

By Jonathan Dash
28th Feb 2023

Your retirement planning needs to be financially strong. Find out the top 7 tips for successful financial strategies for retirement and living a secured ...

Retirement Planning Strategies for Dual-Income Families

By Jonathan Dash
8th Feb 2023

Find out the top retirement planning strategies for dual-income families and understand how proper financial planning can help them achieve financial ...

401k and IRA 2023 Contribution Limits

By Jonathan Dash
30th Jan 2023

The contribution limits for 401k and IRA may differ from year to year. Here are some of the latest things to know about IRA and 401k contribution limits in ...

What to Do if You Over-Contributed to Your 401(k)

By Jonathan Dash
20th Dec 2022

Over-contributing to 401(k) account may have certain drawbacks. Learn what a 401(k) over-contribution is and what to do if you over-contribute to your ...

Why One Size Doesn't Fit All in Retirement Planning

By Jonathan Dash
13th Dec 2022

Learn how to plan for your retirement based on your individual goals to ensure financial security and understand the rule of thumb for retirement ...

Why Are Retirement Benefits Important for Workers?

By Jonathan Dash
18th Nov 2022

Learn everything about the importance and relevance of good retirement plans for workers and how these retirement benefits help them prepare for the ...

The Pros and Cons of Borrowing Against Your 401k

By Jonathan Dash
1st Nov 2022

Borrowing against 401k is an effective way to cater to your immediate needs and financial emergencies. Here are the pros and cons of borrowing against ...

How to Decide the Right Time For You To Retire

By Jonathan Dash
20th Oct 2022

Perfect retirement can only be achieved when you are mentally and financially ready. Learn how to decide the right time to retire based on your financial ...

Why Your 401(k) May Not Be Enough for Retirement

By Jonathan Dash
13th Oct 2022

You must be wondering how much income your 401(k) may provide and what the issues are with it. Find out why a 401(k) may not be enough for ...

Tips for Managing Cash Flow in Retirement

By Jonathan Dash
5th Sep 2022

Understanding your cash flows and optimizing them is important so as to use your money prudently. Here are the best tips on managing cash flow in ...

How to Make Your Retirement Income Plan Recession-Proof

By Jonathan Dash
29th Aug 2022

Retirement during a recession is quite risky for your hard-earned money. This is the best comprehensive guide on how to protect your money from ...

How Roth IRA Fees Affect Your Return on Investment

By Jonathan Dash
23rd Aug 2022

Roth IRA is one of the most famous tax-advantaged retirement accounts. Learn about different types of Roth IRA fees and their effect on investment ...

Why You Should Use a 401k During Your Peak Earning Years

By Jonathan Dash
16th Aug 2022

A 401k is a popular tax-advantaged retirement savings account. Learn to use a tax-deferred 401k account in your peak earning years to save for ...

Average Retirement Income in the USA: Where Do You Stand?

By Jonathan Dash
12th Aug 2022

Retirement funds may not be enough due to factors like inflation, emergency, etc. Find out how much average retirement income you need to retire in the ...

How to Invest in a Roth IRA to Maximize Potential Returns

By Jonathan Dash
5th Aug 2022

A Roth IRA is a valuable financial tool if you want to plan for your retirement expenses. Learn how to invest in a Roth IRA and get the most of your investment. ...

What is a Good Monthly Retirement Income?

By Jonathan Dash
19th Jul 2022

The average retirement income depends on your life expectancy, needs, and goals. Learn what a good monthly retirement income is to lead a comfortable ...

How and Where to Open a Roth IRA

By Jonathan Dash
11th Jul 2022

A Roth IRA account is perfect for securing retirement savings with tax benefits. Learn about how and where to start a Roth IRA, with its features and ...

Should You Consider a Roth Conversion While the Market is Down?

By Jonathan Dash
30th Jun 2022

Your IRA value is badly affected when the market crashes or stocks fall. Find out everything you need to know about a Roth conversion when market is ...

How Does Social Security Work After Retirement?

By Jonathan Dash
19th Apr 2022

Understanding the various dimensions of how Social Security works when you retire will help you make informed decisions regarding your retirement & ...

High-Net-Worth Retirement Planning Checklist

By Jonathan Dash
11th Apr 2022

Retirement planning strategies for high-net-worth individuals are crucial for good returns. Here is the complete High-Net-Worth Retirement Planning ...

9 Steps You Can Take to Prepare for Retirement

By Jonathan Dash
31st Mar 2022

Retirement planning is arguably the most important decision in one's life. You do not need a large sum of money to start saving. With even minimal savings, ...

How To Make Roth IRA Contributions for Your Child In 2022

By Jonathan Dash
4th Mar 2022

Opening a Roth IRA can be the perfect gift for your child, enabling them to take advantage of tax-free money growth from a young ...

Three Retirement Accounts to Consider in 2022 for Long-Term Wealth

By Jonathan Dash
21st Feb 2022

These three different types of retirement accounts are a wise consideration for retirement planners in 2022. Use a retirement account calculator to assess how ...

2022 Roth IRA Contribution Limits and Changes

By Jonathan Dash
28th Jan 2022

These are some of the most critical guidelines of a Roth IRA that you should know and understand in ...

Important Post-Retirement Financial Strategies To Avoid Potential Risks

By Jonathan Dash
25th Jan 2022

Life post-retirement can present many challenges. But there are also several ways to navigate your way around and avoid retirement risks and ...

How Much Can You Contribute to a 401(k) Retirement Account in 2022?

By Jonathan Dash
29th Dec 2021

It helps to always stay up to date with the changes in the 401k contribution limits. This way, you can make the most of the increased limit and contribute ...

Roth IRA Growth and Interest: What You Need to Know

By Jonathan Dash
22nd Dec 2021

If you understand how a Roth IRA works, and its growth and interest components, you can tap this potentially beneficial account to create a desirable retirement ...

Not Saved Enough for Retirement? Here Is What You Can Do

By Jonathan Dash
25th Nov 2021

If you deploy wise strategies during the working years of your life, you can financially secure the non-working years of your life and live a golden retirement ...

Six Retirement Savings Tips for Investing After You Retire

By Jonathan Dash
28th Oct 2021

Retirement is the beginning of the golden period of your life. A time where you can live as you ...

Retirement Planning Checklist

By Jonathan Dash
30th Sep 2021

Find out the most important factors to consider while preparing your retirement planning checklist and remove any chances of being ill-prepared for retired ...

401(K): When Is a Good Time To Invest in the Plan?

By Jonathan Dash
26th Aug 2021

As stated earlier, the right answer to when you should start a 401(k) plan is now. There is no standard contribution amount, and your 401(k) amount depends on ...

How to Invest Your 401(k) in Stocks

By Jonathan Dash
19th Aug 2021

The self-directed brokerage accounts will become significantly popular over the coming years because of the growing acceptance of active trading and the ...

What Are the Best Retirement Investments for Your Portfolio?

By Jonathan Dash
2nd Aug 2021

The best investments for retirement are those that help you achieve your goals without stressing you out or resulting in high tax outputs. Remember that your ...

7 Best Retirement Plans in 2021

By Jonathan Dash
28th Jul 2021

The sooner you start saving or investing, the more you can earn over time. The power of compounding lets you beat inflation, tackle risk, and evade ...

Six Retirement Strategies You Should Know About

By Jonathan Dash
21st Jul 2021

Apart from following these six retirement strategies, it is important that you keep a long-term view and start planning for retirement early in life to benefit ...

Lifestyle Inflation Factors to Consider While Planning for Retirement

By Jonathan Dash
2nd Jul 2021

An income boost is an event to be celebrated. However, if you are not careful with your savings and investments and mindful of the difference between your needs ...

What Are the Tax Implications of an Inherited Roth IRA?

By Jonathan Dash
28th Jun 2021

If you received an inherited Roth IRA, you can ideally leave the assets in the account for as long as possible to benefit from the tax-free growth in the long ...

Retirement Income Planning Tips for a Secure Retirement

By Jonathan Dash
1st Jun 2021

Retirement is the beginning of your golden years. However, the transition from working life to non-working life can be slightly challenging. Efficient ...

8 Factors That Can Be Detrimental to the Success of Your Retirement Plan

By Jonathan Dash
22nd Apr 2021

Planning for your retirement is a dynamic process that will require many changes as per the fluctuations of the market and your personal financial goals. ...

7 Ways to Create a High Performance Retirement Portfolio

By Jonathan Dash
9th Feb 2021

A good portfolio when one is younger should contain a significant growth component. However, later on in life, their focus can shift from growth to ...

How Much Money do you Need for a Comfortable Retirement?

By Jonathan Dash
9th Dec 2020

Retirement income needs vary per case. However, these standard rules may help to provide a ballpark figure, enabling you to plan and advance in the right ...

How to Use Bond Ladders for Retirement Income

By Jonathan Dash
12th Nov 2020

A bond ladder is a powerful, multi-maturity strategy comprising a range of bonds. The approach diversifies bond investments by their maturity dates to reduce ...