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DOLLAR COST AVERAGE News & Analysis

The challenges of building a portfolio from scratch
Personal Finance
The challenges of building a portfolio from scratch
It surprises me how often individual investors and even seasoned financial professionals don’t know the basics of building an investment...
James Gruber | 09 September 2024
Dollar Cost Averaging vs Lump Sum Investing
Personal Finance
Dollar Cost Averaging vs Lump Sum Investing
This week's Investing Compass episode goes through the two strategies and the circumstances for which they suit, based on Morningstar and Vanguard...
Shani Jayamanne | 26 August 2024
Answering your questions about retirement
Retirement
Answering your questions about retirement
The Morningstar community has the following questions about planning for retirement. Here are my thoughts. 
Mark LaMonica, CFA | 29 July 2024
Dollar cost averaging vs lump sum investing
Personal Finance
Dollar cost averaging vs lump sum investing
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...
Shani Jayamanne | 10 July 2024
Dollar cost averaging 101: Investing basics
Personal Finance
Dollar cost averaging 101: Investing basics
Dust off your dollar cost averaging textbook
Nicola Chand | 06 June 2022
Dollar cost averaging doesn't work
Video
Dollar cost averaging doesn't work
Investing a bit at a time is a bad idea, and buying the dip is an unnecessary risk, recent Morningstar research finds.
Ruth Saldanha | 24 November 2019
Investing basics: should investors bulk-buy or drip-feed?
Personal Finance
Investing basics: should investors bulk-buy or drip-feed?
Dollar-cost averaging and lump-sum investing are two distinct approaches to buying shares or funds, and while both have a role to play, one is...
Emma Rapaport | 05 July 2019