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Author: Jonathan Dash

Home › Jonathan Dash › Page 4
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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

  • Retirement

    Pros and Cons of a Roth IRA Conversion

    By Jonathan Dash
    May 13, 2022
    If you have been planning for your retirement, you may have come across several types of savings and investment accounts. The two most popularly ...
    Read More
  • Financial-Planning
    Financial Planning

    What Is the First Step in Financial Planning?

    By Jonathan Dash
    March 16, 2022
    Financial planning is essential for achieving one’s financial goals. It is a step-by-step approach wherein you create a financial plan to control your income, ...
    Read More
  • Investment
    Investment Management

    Seven Investing Principles for Investment Success

    By Jonathan Dash
    January 25, 2022
    The world of investing is complicated, especially for new investors. Undoubtedly, investing can cause a genuine fear of loss among new investors. Moreover, even ...
    Read More
  • Roth-IRA
    Retirement

    Can You Open a Roth IRA After You Turn 60?

    By Jonathan Dash
    December 19, 2021
    Retirement is a time in life that a lot of people look forward to. Life is a lot more relaxed after retirement as the ...
    Read More
  • End-of-the-Year Personal Finance Checklist for 2021
    Financial Planning

    End-of-the-Year Personal Finance Checklist for 2021

    By Jonathan Dash
    November 23, 2021
    It is almost time to bid goodbye to 2021. The year has been a mix of challenges and opportunities. With the pandemic settling down ...
    Read More
  • Retirement-Savings
    Retirement Planning

    8 Retirement Savings Tips for 55-64 Year-Olds

    By Jonathan Dash
    October 25, 2021
    The years before your retirement can be rather crucial. Regardless of when you decide to settle into retirement, the time left to retire significantly ...
    Read More
  • Portfolio Rebalancing
    Investment Management

    5 Mistakes to Avoid While Rebalancing Your Portfolio

    By Jonathan Dash
    October 2, 2021
    The success of your investments depends on how you keep track of and manage your investment portfolio. Maintaining equilibrium between risk and reward, diversifying ...
    Read More
  • Financial-Advisor
    Retirement Planning

    Questions To Ask Your Financial Advisor About Retirement

    By Jonathan Dash
    September 30, 2021
    Retirement is the golden period of your life, provided you save well for it. If you have sufficient retirement savings, you can spend your ...
    Read More
  • Retirement-Advisor
    Financial Advisor Guide

    Why Should You Hire a Retirement Advisor?

    By Jonathan Dash
    August 4, 2021
    Retirement can last much longer than you anticipate. Life expectancy rates have been rising over the years, owing to improvements in medicine and safety. ...
    Read More
  • High Net Worth Individual
    Retirement Planning

    A Retirement Planning Guide for High-Net-Worth Individuals

    By Jonathan Dash
    July 14, 2021
    Planning for retirement is an important component of everyone’s financial planning, including that of a high-net-worth individual (HNWI). What is a high net worth ...
    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.

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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