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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

The Advantage of Healthcare in Your Retirement Portfolio and its Costs

By Jonathan Dash
23rd November 2023

A healthcare bucket is an essential component of a savvy retiree's portfolio, dedicated specifically to meeting the medical expenses that may ...

How Retirement Planning Impacts Your Well-Being

By Jonathan Dash
20th November 2023

Retirement planning has traditionally been perceived as a financial endeavor. It is aimed at securing your future and providing financial ...

How Much Will My Roth IRA Be Worth at Retirement?

By Jonathan Dash
23rd October 2023

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 ...

Why You Should Aim for Retirement Savings Worth 10 Times Your Annual Income by Age 67

By Jonathan Dash
16th October 2023

How much to save for retirement is a question that often looms large in financial planning, especially as you get closer to 67 years of age. 67 ...

Don't Neglect Your 401(k) If You Get Laid Off

By Jonathan Dash
14th September 2023

Losing a job can be a daunting experience. The abrupt transition from regular paychecks to a state of unemployment can lead to significant ...

Are Social Security Benefits Subject to Income Taxes?

By Jonathan Dash
10th August 2023

Social Security is a federal old-age, survivors, and disability insurance program administered by the Social Security Administration (SSA). It ...

40 Things To Do While Preparing for Retirement in Your 50s

By Jonathan Dash
10th July 2023

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 ...

6 Surprising Facts People May Not Know About Roth IRAs

By Jonathan Dash
6th July 2023

The Individual Retirement Account (IRA) is one of the most popular retirement savings vehicles. The account can be opened with a credit union, ...

How The Sequence of Returns Risk Can Shape Your Retirement?

By Jonathan Dash
5th July 2023

When you create a retirement plan, there are several factors you need to look at. This can include your financial goals, risk appetite, time ...

How To Start Planning For Your Retirement In The Latter Part Of Your Career

By Jonathan Dash
14th June 2023

Most financial experts recommend starting retirement planning at the beginning of your career, ideally in your 20s and 30s. There are several ...

What is the SECURE Act 2.0 And How Can It Affect Your Retirement Savings?

By Jonathan Dash
13th June 2023

The Setting Every Community Up for Retirement Enhancement (SECURE) Act was signed in 2019 and enacted under former President Donald Trump on ...

7 Retirement Planning Strategies for Late Starters

By Jonathan Dash
24th May 2023

Retirement planning is a vital part of financial planning. It can help ensure you live a comfortable and financially secure retirement and should ...

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

By Jonathan Dash
9th May 2023

Retirement planning is a long-term process that can take years and years of preparation. However, the last five years can be particularly ...

7 Tips to Ensure a Successful Retirement

By Jonathan Dash
28th February 2023

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 Strategies for Dual-Income Families

By Jonathan Dash
8th February 2023

Retirement planning is an intricate process that can include a number of estimations, calculations, and decisions. It can be tricky for one person ...

401k and IRA 2023 Contribution Limits

By Jonathan Dash
30th January 2023

The 401k and Individual Retirement Account (IRA) are, in more ways than one, an obvious choice for those planning for their retirement. Both plans ...

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

By Jonathan Dash
20th December 2022

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 ...

Why One Size Doesn't Fit All in Retirement Planning

By Jonathan Dash
13th December 2022

Retirement planning refers to planning for your future needs after you quit working. It can include tax planning, healthcare planning, debt ...

Why Are Retirement Benefits Important for Workers?

By Jonathan Dash
18th November 2022

A job helps you gain financial independence and can help you build your life as you see fit. Your education and hard work prepares you for a job, ...

The Pros and Cons of Borrowing Against Your 401k

By Jonathan Dash
1st November 2022

You may have a number of financial needs in life. Some of these can be accomplished with savings, some with your investment returns, and others ...

How to Decide the Right Time For You To Retire

By Jonathan Dash
20th October 2022

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. ...

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

By Jonathan Dash
13th October 2022

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 ...

Tips for Managing Cash Flow in Retirement

By Jonathan Dash
5th September 2022

There are two phases of retirement planning. The first involves the preparation for retirement. This includes setting a budget for savings, ...

How to Make Your Retirement Income Plan Recession-Proof

By Jonathan Dash
29th August 2022

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 ...

How Roth IRA Fees Affect Your Return on Investment

By Jonathan Dash
23rd August 2022

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 ...

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

By Jonathan Dash
16th August 2022

Retirement planning can involve a number of things, right from investing in stocks, bonds, and mutual funds to certificates of deposits, money ...

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

By Jonathan Dash
12th August 2022

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 ...

How to Invest in a Roth IRA to Maximize Potential Returns

By Jonathan Dash
5th August 2022

An Individual Retirement Account (IRA) is a tax-advantaged retirement account that lets you plan and save for your retirement needs. You can open ...

What is a Good Monthly Retirement Income?

By Jonathan Dash
19th July 2022

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,...

How and Where to Open a Roth IRA

By Jonathan Dash
11th July 2022

Retirement planning can be tricky, but retirement accounts like the IRA simplify the hassle. An individual retirement account (IRA) is a tax-...

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

By Jonathan Dash
30th June 2022

A market downturn can seem crippling. Managing your expenses and aiming for financial growth can be challenging as your investments start to fall ...

How Does Social Security Work After Retirement?

By Jonathan Dash
19th April 2022

As you start saving for retirement or near your retirement age, you may start to wonder about Social Security. According to the 2021 Social ...

High-Net-Worth Retirement Planning Checklist

By Jonathan Dash
11th April 2022

Everyone worries about their retirement, and high-net-worth individuals are not immune to this. While it may be slightly easier for high-net-worth ...

9 Steps You Can Take to Prepare for Retirement

By Jonathan Dash
31st March 2022

Retirement planning is one of the most critical financial decisions an individual makes during his lifetime. Retirement plans are tax-advantaged ...

How To Make Roth IRA Contributions for Your Child In 2022

By Jonathan Dash
4th March 2022

Parents want the best for their kids and are often worried about whether they can fulfill their needs, especially their financial security. A Pew ...

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

By Jonathan Dash
21st February 2022

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 ...

2022 Roth IRA Contribution Limits and Changes

By Jonathan Dash
28th January 2022

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 ...

Important Post-Retirement Financial Strategies To Avoid Potential Risks

By Jonathan Dash
25th January 2022

After years of working hard, experiencing job insecurity, grappling with peer pressure, dealing with familial responsibilities, and more, ...

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

By Jonathan Dash
29th December 2021

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 ...

Roth IRA Growth and Interest: What You Need to Know

By Jonathan Dash
22nd December 2021

Traditionally, retirement savings accounts like a 401(k) and IRA (individual Retirement Account) were advertised as the most effective mediums to ...

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

By Jonathan Dash
25th November 2021

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 ...

Six Retirement Savings Tips for Investing After You Retire

By Jonathan Dash
28th October 2021

Although the retirement process is the same for most people today as it has always been, several factors have significantly transformed over the ...

Retirement Planning Checklist

By Jonathan Dash
30th September 2021

Retirement can invoke mixed emotions in an individual. If you dislike the humdrum of work, traffic, deadlines, and meetings, retirement can be the ...

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

By Jonathan Dash
26th August 2021

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 ...

How to Invest Your 401(k) in Stocks

By Jonathan Dash
19th August 2021

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 ...

What Are the Best Retirement Investments for Your Portfolio?

By Jonathan Dash
2nd August 2021

Saving for retirement is not always as easy as it seems. While most people know of or have heard of different retirement accounts, investment ...

7 Best Retirement Plans in 2021

By Jonathan Dash
28th July 2021

Retirement planning refers to saving and investing your money to ensure a steady stream of money in your retirement. Your retirement can last many ...

Six Retirement Strategies You Should Know About

By Jonathan Dash
21st July 2021

Despite most people recognizing the need for retirement planning, nearly three-quarters of Americans agree that the country is facing a retirement ...

Lifestyle Inflation Factors to Consider While Planning for Retirement

By Jonathan Dash
2nd July 2021

People are likely to spend more money as their income increases, even when they don’t necessarily need to. This phenomenon is known as lifestyle ...

What Are the Tax Implications of an Inherited Roth IRA?

By Jonathan Dash
28th June 2021

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 ...

Retirement Income Planning Tips for a Secure Retirement

By Jonathan Dash
1st June 2021

Most people consider their retirement to consist of a relaxed lifestyle with ample time to enjoy things and pursue hobbies, travel the world, ...

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

By Jonathan Dash
22nd April 2021

Retirement planning is a long-term process that requires many strategies, methods, modifications, and brainstorming sessions along the way. Since ...

7 Ways to Create a High Performance Retirement Portfolio

By Jonathan Dash
9th February 2021

Your retirement portfolio is the foundation for a secure financial future. Typically, your retirement portfolio comprises your retirement and non-...

How Much Money do you Need for a Comfortable Retirement?

By Jonathan Dash
9th December 2020

A critical part of retirement planning is to find the right answer to the question – “How much money do I need for a comfortable ...

How to Use Bond Ladders for Retirement Income

By Jonathan Dash
12th November 2020

For years, the value of bonds in a retirement portfolio has been unparalleled. Investors have argued for the low-risk and fair return advantages ...