DOLLAR COST AVERAGE News & Analysis

What is the meaning of life? Am I a cat person or a dog person? We try to answer an easier age-old question – dollar cost averaging vs lump sum...

The Morningstar community has the following questions about planning for retirement. Here are my thoughts. 

It surprises me how often individual investors and even seasoned financial professionals don’t know the basics of building an investment portfolio....

This week's Investing Compass episode goes through the two strategies and the circumstances for which they suit, based on Morningstar and Vanguard...

Dust off your dollar cost averaging textbook

There's a massive gap between reported total returns and investors’ actual results.

As markets have rallied to new highs amid Covid doubts, investing patterns have changed.

The success of a hedging strategy depends on getting the direction of a currency right.

A systematic investing approach doesn't usually improve returns, but it can help in certain situations.

Going 'all in' and investing a lump sum rather than drip-feeding money into your portfolio usually provides a better return, says Morningstar's Tom...