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 310-502-6364

Should I Roll my 401(k) into an IRA?

A 401(k) account is a professional advisory managed account and is the starting point for retirement planning. A 401(k) account is activated when you gain...

What is an IRA?

An IRA (Individual Retirement Account) is a tax-advantaged account set up by investors that allows them to save money for retirement. An IRA allows tax-free...

What is a 401(k) and how Does a 401(k) Work?

Named after the section of the US Internal Revenue Code under which this retirement planning account is defined, 401(k) accounts are company-sponsored, tax-advantaged, and defined...

Do I need a Financial Planner or a Wealth Manager?

When it comes to investing, saving for a better future, or managing your wealth, deciding on whether you should seek the guidance of a financial...

Should You Hold Or Sell Your Long-Term U.S. Government Bonds?

The Pandemic and the ensuing Fed actions to revive the market by easing liquidity has pushed the yield of the benchmark 10-year Treasury bonds to...

How to Get Started When You are Ready to Invest

It’s great that you are ready to start your investment journey. However, with that decision comes the big question: Where do you invest your money...

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