Episode Details

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

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James

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Scott

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