087 - Investing a Lump Sum vs Dollar Cost Averaging - Which is Better? episode artwork

EPISODE · Feb 17, 2021 · 16 MIN

087 - Investing a Lump Sum vs Dollar Cost Averaging - Which is Better?

from Real Personal Finance · host Scott Frank and James Conole

In this episode James and Scott discuss whether or not you should invest all at once (lump-sum) or invest smaller amounts over a period of time (dollar-cost average). Questions discussed: Should I invest when the market is at all-time highs? When is the best time to invest? What is the best approach for my individual situation? Articles Mentioned: Article Reference- Dollar-Cost Averaging vs. Lump-Sum (Of Dollars & Data) Planning Points Discussed Tax Planning Retirement Planning Portfolio Management Aligning Your Investments with Financial Goals Timestamps: 2:30 - Lump Sum v. Dollar-Cost Averaging 3:25 - What is Lump-Sum Investing? 5:32 - Can You Time The Market? 7:30 - Historical Performance: Lump-Sum vs. Dollar-Cost Averaging 10:20 - How To Minimize Risk  13:25 - What's Your Dollar-Cost Average "Policy"? 15:20 - Aligning Goals with Your Finances   LET'S CONNECT! James Facebook LinkedIn Website Scott Facebook Twitter Website ENJOY THE SHOW? Don’t miss an episode, subscribe via iTunes, Stitcher, Spotify, or Google Play. Leave us a review on iTunes. Have a money question you want us to answer? Submit one here

Episode metadata supplied by the publisher feed · Published Feb 17, 2021

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In this episode James and Scott discuss whether or not you should invest all at once (lump-sum) or invest smaller amounts over a period of time (dollar-cost average). Questions discussed: Should I invest when the market is at all-time highs? When is the best time to invest? What is the best approach for my individual situation? Articles Mentioned: Article Reference- Dollar-Cost Averaging vs. Lump-Sum (Of Dollars & Data) Planning Points Discussed Tax Planning Retirement Planning Portf...

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087 - Investing a Lump Sum vs Dollar Cost Averaging - Which is Better?

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