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
3 min read
16 Jun 2021
What’s So Special About a Roth IRA?
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 IRAs. Thus, they aren’t sure which IRA is the better alternative for them. As a summary, the unique features of a Roth IRA include: Single taxpayers with adjusted gross income (AGI) […]
9 min read
14 May 2021
Important Principles to Incorporate in Your Investment Strategy
Investments can be a stepping stone to wealth. With the right investment strategy, you can grow your wealth significantly and be financially secure for life. However, investing is not all that simple. Investing strategies can vary based on your risk appetite, your capacity to invest, your personal and professional financial goals, and your family’s needs. […]
9 min read
07 Apr 2021
10 Strategies for Preserving Your Wealth
2008 brought to the world the worst financial disaster since the great depression of 1929. People lost their jobs, investments tanked, the value of real estate dropped, and financial anxiety was at its peak. The aftermath of the financial crisis of 2008 was equally alarming. There were approximately 8.8 million jobs lost in total with […]
7 min read
24 Nov 2020
Are You Ready to Retire? 6 Important Factors to Assess Your Retirement Readiness
Retirement readiness measures how equipped you are to comfortably live the golden years of your life. It estimates your financial preparedness and the degree to which you can support your current standard of living after you retire. According to the 2019 Consumer Finances Survey of the Federal Reserve, in households governed by a person between […]
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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.