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Author: Jonathan Dash

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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

  • Start Planning Your Retirement Early
    Retirement Planning

    Start Planning Your Retirement Early to Save Enough and Plan Better

    By Jonathan Dash
    June 27, 2025
    Let’s be honest, retirement isn’t what it used to be. The traditional blueprint of working until 65, collecting a pension, and retiring feels outdated, ...
    Read More
  • Planning for Retirement Means Planning for Healthcare Too
    Retirement Planning

    Planning for Retirement Means Planning for Healthcare Too

    By Jonathan Dash
    June 26, 2025
    Most professionals approaching retirement know they need a plan. What many underestimate (often drastically) is the size of the piece of that plan that ...
    Read More
  • How to Protect Your Retirement Savings from Inflation
    Retirement Planning

    How to Protect Your Retirement Savings from Inflation

    By Jonathan Dash
    April 28, 2025
    Even a modest rise in inflation can stretch your budget thin in retirement. According to the U.S. Bureau of Labor Statistics, inflation spiked between ...
    Read More
  • How to Determine If Your Savings Can Support Your Retirement
    Retirement Planning

    How to Determine If Your Savings Can Support Your Retirement

    By Jonathan Dash
    April 24, 2025
    Figuring out whether your savings are enough for retirement is not always straightforward. It is common to feel unsure, especially as you move closer ...
    Read More
  • Should I Keep Budgeting in Retirement
    Retirement Planning

    Should I Keep Budgeting in Retirement?

    By Jonathan Dash
    March 20, 2025
    A recent survey found that 45% of individuals around the age of retirement worry about outliving their savings. More than one in three (39%) ...
    Read More
  • Top Retirement Mistakes Even Experienced Investors Tend to Overlook
    Retirement Planning

    Top Retirement Mistakes Even Experienced Investors Tend to Overlook

    By Jonathan Dash
    January 30, 2025
    Experienced investors might believe they have everything figured out, but even minor missteps can disrupt years of planning and put their financial future at ...
    Read More
  • Senior couple reviewing retirement planning steps with a checklist
    Retirement Planning

    7 Essential Steps to Get Ready for Your Upcoming Retirement

    By Jonathan Dash
    December 23, 2024
    In the years leading up to retirement, it’s important to ensure that you will be secure in your golden years. It can feel overwhelming ...
    Read More
  • What is a Reasonable Rate of Return After Retirement?
    Retirement Planning

    What is a Reasonable Rate of Return After Retirement?

    By Jonathan Dash
    October 21, 2024
    Aiming for a high rate of return on your investments is natural, but the reality is that your actual returns will vary. While it ...
    Read More
  • Why Retirees Should Not Stop Investing During Retirement
    Retirement Planning

    Why Retirees Should Not Stop Investing During Retirement

    By Jonathan Dash
    August 16, 2024
    The rules may seem unclear when it comes to investing after retirement. As your risk appetite drops and you stop drawing a monthly salary, ...
    Read More
  • Is Saving 10 times Your Annual Income Enough for Retirement?
    Retirement Planning

    Is Saving 10 times Your Annual Income Enough for Retirement?

    By Jonathan Dash
    March 22, 2024
    Embarking on the journey toward retirement often begins with the echoing question: How much money is enough to retire comfortably? This inquiry paves the ...
    Read More
1 2 3 … 5

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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.

WiserAdvisor is America’s oldest and largest independent network of screened financial advisors. We make it easy and convenient for consumers to find and connect with advisors in their area. We have successfully helped over 100,000+ individuals find their best financial advisor since 1998 with no match fees, no commitments, no obligation, and complete confidentiality. WiserAdvisor has been featured in The Washington Post, The Washington Journal, ABC, CBS, Yahoo and has been seen in numerous other leading financial news and information websites.

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