Jonathan Dash

Jonathan Dash

As the Founder and Chief Investment Officer of Dash Investments, Jonathan Dash is responsible for all investment management and asset allocation decisions at the firm. Mr. Dash has over 25 years of investment management experience and has established himself as a superior money manager. His firm, Dash Investments, has been featured in major business publications such as The New York Times, The Wall Street Journal, and Barron’s. Jonathan Dash also holds a B.S. in Finance from the University of Southern California and has completed executive programs at Harvard Business School and Columbia Business School in areas such as financial analysis and valuation, mergers and acquisitions, and corporate restructuring. Jonathan Dash 310-502-6364
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One-Time Financial Planning vs. Ongoing Financial Planning - Which is More Beneficial?

17th April 2024

Financial planning is a widely discussed concept due to its ability to streamline savings and investments, goal setting, and achievement.

H...Read more

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7 Key Areas Where Financial Planning Is Important

9th September 2022

Financial planning is an essential piece of the puzzle to solving your financial concerns. Whether you want to save for a car or for your retiremen...Read more

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How Often Should You Review and Update Your Financial Plan?

24th August 2022

A financial plan is a document that contains your financial goals, strategies to achieve those financial goals, your current financial situation, d...Read more

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Financial Planning for Women At All Life Stages

16th August 2022

Financial planning is critical for all people. Financial planning can be vital for everyone regardless of age, income, or gender. However, it can b...Read more

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Cash Flow vs. Goal-Based Financial Planning

23rd May 2022

Sound financial planning is indispensable for a secure future. However, most people think of financial planning as a burden and often delay creatin...Read more

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4 Financial Planning Tips For Your Family

2nd May 2022

Life is full of milestones – graduating from high school, passing out from college, getting a job, finding your partner, having children, ret...Read more

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2022 Financial Planning Trends and Their Implications

21st April 2022

2021 was an unpredictable year of fluctuating financial planning trends. With COVID-19 still lingering on and the impact of the pandemic visible on...Read more

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9 Good Financial Habits to Improve Your Financial Success

12th April 2022

The European Journal of Social Psychology published a study in 2009 that states that it can take anywhere between 18 to 254 days for a person to fo...Read more

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5 Financial Planning Tips for 5 Stages of Life

29th March 2022

Financial planning refers to preparing for your future financial needs. This can include saving for your health expenses when you are old, covering...Read more

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Why Work With a Registered Investment Advisor?

25th March 2022

Whether it is budget creation, retirement planning, tax optimization, debt minimization, estate planning, or another specific financial area, it is...Read more

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What Is the Difference Between a Wealth Manager and a Financial Advisor?

18th February 2022

In today's dynamic world, managing money is one of the most complicated tasks. Most people stress about money and often do not have the right finan...Read more

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Key Components of a Good Financial Plan

9th February 2022

A sound financial plan is important for a financially healthy present and secure future and critical for your mental health. Financial stability an...Read more

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Why It Is Important to Revisit Your Financial Plan in 2022

17th January 2022

The beginning of every year is a fresh new start. The New Year gives you a chance to change, revise, modify, and correct past patterns and start ne...Read more

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What Is Personal Financial Planning and Why Is It Important?

4th January 2022

When it comes to finances, it is best to be prepared. Money matters are complicated to manage. It is important to balance your short-term wants, lo...Read more