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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

  • The 5 Pillars of Retirement Planning You Should Be Aware of
    Retirement Planning

    The 5 Pillars of Retirement Planning You Should Be Aware of

    By Jonathan Dash
    March 13, 2024
    Achieving financial freedom in retirement requires meticulous planning, dedicated effort, and strategic management. Without a solid plan, you risk drifting without direction. When aiming ...
    Read More
  • 10 Common Retirement Blind Spots You'll Want to Avoid for a Secure Future
    Retirement Planning

    10 Common Retirement Blind Spots You’ll Want to Avoid for a Secure Future

    By Jonathan Dash
    February 19, 2024
    Blind spots in retirement planning are those aspects that are often overlooked, either intentionally or subconsciously. From seemingly harmless low-interest debt to underestimating the ...
    Read More
  • How to Save for Retirement Even When It's Getting Harder
    Retirement Planning

    How to Save for Retirement Even When It’s Getting Harder

    By Jonathan Dash
    December 13, 2023
    In a world where the cost of living is steadily climbing and market uncertainties loom large, the idea of a serene retirement can seem ...
    Read More
  • The Importance Of Retirement Planning For Senior Citizens
    Retirement Planning

    The Importance of Retirement Planning for Senior Citizens

    By Jonathan Dash
    November 14, 2023
    Retirement planning is an essential aspect of financial security, especially as one transitions from a phase of regular income to relying on savings and ...
    Read More
  • How An Analysis Of Your Financial Past Can Impact Your Future Financial Planning
    Personal Finance

    How An Analysis Of Your Financial Past Can Impact Your Future Financial Planning

    By Jonathan Dash
    October 20, 2023
    Navigating the complexities of personal finance demands both reflection and foresight. A deep dive into our financial history reveals patterns, offers lessons, and provides ...
    Read More
  • What is a Vested Balance In Your Retirement Account?
    Retirement

    What is a Vested Balance In Your Retirement Account?

    By Jonathan Dash
    September 20, 2023
    In retirement planning, the concept of vesting is more than a contractual formality; it serves as a retention tool that incentivizes employees to remain ...
    Read More
  • How to Minimize Your Tax Liability When Rolling Over to a Roth IRA
    Retirement

    How to Minimize Your Tax Liability When Rolling Over to a Roth IRA

    By Jonathan Dash
    August 25, 2023
    Tax considerations play a crucial role in retirement planning, as they can significantly impact your income and savings. Retirees must carefully strategize to minimize ...
    Read More
  • What Is 401(k) Rebalancing
    Retirement

    How Often Should You Rebalance Your 401(k)?

    By Jonathan Dash
    April 25, 2023
    When investing in a 401(k), one of the most important decisions you can make is how often to rebalance your portfolio. Many people invest ...
    Read More
  • Roth IRA vs Pre-Tax Retirement Account
    Retirement

    Key Differences Between a Roth IRA and Pre-Tax Retirement Account

    By Jonathan Dash
    April 12, 2023
    When planning for retirement, one of the most important decisions you will likely make is which type of retirement account to use. The Roth ...
    Read More
  • 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
1 2 3 4 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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