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087 - Investing a Lump Sum vs Dollar Cost Averaging - Which is Better?
Manage episode 285938539 series 2653925
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
Scott
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
193 episódios
Manage episode 285938539 series 2653925
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
Scott
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
193 episódios
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