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Author: Jonathan Dash

Home›Author: Jonathan Dash
Jonathan Dash

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.

  • What Is Roth 401(k) Match?
    Retirement

    What is Roth 401(k) Matching, And How Does It Work?

    By Jonathan Dash
    March 22, 2023
    Many employers offer retirement plans to help employees prepare for the future. One of these options is a Roth 401(k) plan, which allows employees ...
    Read More
  • Roth IRA and Traditional IRA
    Retirement

    Things to Consider When Deciding Between A Roth or Traditional Retirement Accounts

    By Jonathan Dash
    March 9, 2023
    As of September 30, 2022, there were approximately $6.3 trillion in assets in 401(k) plans in the country. These assets represented the cumulative value ...
    Read More
  • Investment Calculation Formulas
    Investment Management

    5 Important Investment Formulas for Financial Success

    By Jonathan Dash
    December 30, 2022
    Managing your finances can sometimes be overwhelming, as most people lack the proper understanding of how the market functions. This may come in the ...
    Read More
  • How To Build Wealth
    Financial Planning

    What Does it Take to Build Wealth?

    By Jonathan Dash
    December 29, 2022
    Wealth creation is a common objective that many people share. It is the foundation for most things in life. The wealthier you are, the ...
    Read More
  • Tax and Financial Planning
    Financial Planning

    Does Your Financial Plan Account for Higher Taxes?

    By Jonathan Dash
    October 11, 2022
    Most people start financial planning with the goal of growing their finances through savings and investments. But financial planning is not limited to increasing ...
    Read More
  • Biggest Retirement Expenses
    Retirement

    10 Expenses to Include in Your Retirement Budget

    By Jonathan Dash
    October 4, 2022
    Retirement planning can be a bit complex. There are multiple factors to weigh in, right from healthcare and inflation to estate planning, business succession ...
    Read More
  • Retirement

    Can You Have a 401(k) and a Roth IRA?

    By Jonathan Dash
    July 29, 2022
    401(k)s and Roth IRAs are some of the most commonly used retirement accounts. Some opt for a 401(k) account simply because it comes with ...
    Read More
  • High-Net-Worth Financial Planning
    Financial Planning

    Financial Planning for High-Net-Worth Individuals

    By Jonathan Dash
    July 25, 2022
    Financial planning can be helpful in many ways. It can help you save more, invest smartly, and find ways to increase your income sources. ...
    Read More
  • AVOID FINANCIAL FRAUD AND GUARD YOUR INVESTMENTS
    Financial Planning

    6 Tips to Avoid Financial Fraud and Guard Your Investments

    By Jonathan Dash
    May 31, 2022
    Financial frauds are more common than you think. Most often, until someone has been a victim of financial fraud, they fail to recognize the ...
    Read More
  • Tax-Loss Harvesting
    Investment Management

    What is Tax-Loss Harvesting and Why is it Important?

    By Jonathan Dash
    May 25, 2022
    Tax-loss harvesting refers to a strategy wherein you can sell securities at a loss to offset your capital gains tax due on the sale ...
    Read More
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The blog articles on this website are provided for general educational and informational purposes only, and no content included is intended to be used as financial or legal advice.
A professional financial advisor should be consulted prior to making any investment decisions. Each person's financial situation is unique, and your advisor would be able to provide you with the financial information and advice related to your financial situation.

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