Author: 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
15 min read
13 Mar 2024
The 5 Pillars of Retirement Planning You Should Be Aware of
Achieving financial freedom in retirement requires meticulous planning, dedicated effort, and strategic management. Without a solid plan, you risk drifting without direction. When aiming for financial independence, the importance of a structured approach should be emphasized. A well-structured approach ensures that every aspect is carefully considered. It also minimizes errors and oversights. Within this framework, […]
17 min read
19 Feb 2024
10 Common Retirement Blind Spots You’ll Want to Avoid for a Secure Future
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 emotional impact of transitioning out of the workforce, various factors can disrupt your peace of mind during your retirement years. Overcoming these challenges can prove difficult if not addressed in retirement […]
9 min read
13 Dec 2023
How to Save for Retirement Even When It’s Getting Harder
In a world where the cost of living is steadily climbing and market uncertainties loom large, the idea of a serene retirement can seem like a distant dream. But let’s face it: the importance of saving for retirement hasn’t waned; if anything, it’s become more crucial. The reality is that securing your financial stability for […]
6 min read
14 Nov 2023
The Importance of Retirement Planning for Senior Citizens
Retirement planning is an essential aspect of financial security, especially as one transitions from a phase of regular income to relying on savings and investments. It’s a long-term process that begins during one’s working years and involves setting financial goals for retirement, assessing one’s current financial status, and implementing a savings and investment strategy to […]
6 min read
20 Oct 2023
How An Analysis Of Your Financial Past Can Impact Your Future Financial Planning
Navigating the complexities of personal finance demands both reflection and foresight. A deep dive into our financial history reveals patterns, offers lessons, and provides benchmarks for improvement. Each past decision, be it an investment choice or a spending habit, contributes to our current financial status. Recognizing this, it becomes imperative to understand our financial trajectory […]
7 min read
20 Sep 2023
What is a Vested Balance In Your Retirement Account?
In retirement planning, the concept of vesting is more than a contractual formality; it serves as a retention tool that incentivizes employees to remain with their employer for a certain period. By implementing vesting schedules for employer-contributed funds, organizations aim to foster long-term commitment and reduce employee turnover. Against this backdrop, understanding your vested balance […]
9 min read
25 Aug 2023
How to Minimize Your Tax Liability When Rolling Over to a Roth IRA
Tax considerations play a crucial role in retirement planning, as they can significantly impact your income and savings. Retirees must carefully strategize to minimize taxes during their non-working years. One practical approach is to convert traditional retirement accounts, like a 401(k) or a traditional IRA, into a Roth IRA. However, it is important to consider […]
10 min read
25 Apr 2023
How Often Should You Rebalance Your 401(k)?
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 in their company-sponsored 401(k)s but only sometimes take the time to review the investments within the account. Rebalancing involves adjusting the mix of assets in your 401(k) portfolio to maintain a […]
11 min read
12 Apr 2023
Key Differences Between a Roth IRA and Pre-Tax Retirement Account
When planning for retirement, one of the most important decisions you will likely make is which type of retirement account to use. The Roth Individual Retirement Account (IRA) and the pre-tax retirement account are two common options. Both these accounts can offer tax benefits and the chance to accumulate sufficient savings for your retirement. But […]
10 min read
22 Mar 2023
What is Roth 401(k) Matching, And How Does It Work?
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 to contribute after-tax dollars toward their retirement savings. According to recent 2021 data, 95% of employers offered some form of contribution to employees, either matching or non-matching. Of these employers, around […]
10 min read
09 Mar 2023
Things to Consider When Deciding Between A Roth or Traditional Retirement Accounts
As of September 30, 2022, there were approximately $6.3 trillion in assets in 401(k) plans in the country. These assets represented the cumulative value of nearly 625,000 plans with 60 million active participants, among many former employees and retirees. The Individual Retirement Account (IRA) is an equally popular investment vehicle. An estimated 37% of households […]
10 min read
30 Dec 2022
5 Important Investment Formulas for Financial Success
Managing your finances can sometimes be overwhelming, as most people lack the proper understanding of how the market functions. This may come in the way of your basic savings and investment decisions. The reluctance to create a budget, use formulas and data, and arrive at decisions can impact your present and future finances. Apart from […]
11 min read
29 Dec 2022
What Does it Take to Build Wealth?
Wealth creation is a common objective that many people share. It is the foundation for most things in life. The wealthier you are, the more successful you are considered and the more financially secure you can be. While wealth may not be the most important thing in life, it does affect everything that is. For […]
10 min read
11 Oct 2022
Does Your Financial Plan Account for Higher Taxes?
Most people start financial planning with the goal of growing their finances through savings and investments. But financial planning is not limited to increasing your wealth alone. It is also about reducing your cash output. Essential expenses, impulse purchases, interest rate payments, etc., can increase your cash outflow and reduce your savings. While these can […]
11 min read
04 Oct 2022
10 Expenses to Include in Your Retirement Budget
Retirement planning can be a bit complex. There are multiple factors to weigh in, right from healthcare and inflation to estate planning, business succession planning, tax planning, and more. Given the complexity and magnitude of things necessary for a comfortable retirement, starting planning from a young age is also essential. However, the main drawback to […]
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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.