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
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
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