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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

  • 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
  • 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
1 2 3 4

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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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