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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-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
  • Roth IRA
    Retirement Planning

    What’s So Special About a Roth IRA?

    By Jonathan Dash
    June 16, 2021
    Even though Roth Individual Retirement Accounts (IRAs) have been around since 1998, many investors aren’t aware of all the differences between traditional and Roth ...
    Read More
  • Investment-Strategy
    Investment Management

    Important Principles to Incorporate in Your Investment Strategy

    By Jonathan Dash
    May 14, 2021
    Investments can be a stepping stone to wealth.  With the right investment strategy, you can grow your wealth significantly and be financially secure for ...
    Read More
  • Preserve-Wealth
    Financial Planning

    10 Strategies for Preserving Your Wealth

    By Jonathan Dash
    April 7, 2021
    2008 brought to the world the worst financial disaster since the great depression of 1929. People lost their jobs, investments tanked, the value of ...
    Read More
  • Retirement Planning
    Retirement Planning

    Are You Ready to Retire? 6 Important Factors to Assess Your Retirement Readiness

    By Jonathan Dash
    November 24, 2020
    Retirement readiness measures how equipped you are to comfortably live the golden years of your life. It estimates your financial preparedness and the degree ...
    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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