TOPIC
DOLLAR COST AVERAGING News & Analysis
Personal Finance
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 | 11 February 2025
Retirement
The Morningstar community has the following questions about planning for retirement. Here are my thoughts.
Mark Lamonica | 22 January 2025
Personal Finance
It surprises me how often individual investors and even seasoned financial professionals don’t know the basics of building an investment portfolio....
James Gruber | 09 September 2024
Personal Finance
This week's Investing Compass episode goes through the two strategies and the circumstances for which they suit, based on Morningstar and Vanguard...
Mark Lamonica | 26 August 2024
Personal Finance
It’s often the investment decisions you don’t make that prove costly. We look at the science behind procrastination and what you can do to overcome...
James Gruber | 29 December 2022
Personal Finance
Dust off your dollar cost averaging textbook
Nicola Chand | 06 June 2022
Funds
There's a massive gap between reported total returns and investors’ actual results.
Amy C. Arnott, CFA | 21 December 2021
Stocks
As markets have rallied to new highs amid Covid doubts, investing patterns have changed.
Gemma Dale | 27 August 2021
Personal Finance
A systematic investing approach doesn't usually improve returns, but it can help in certain situations.
Amy C. Arnott, CFA | 09 September 2020
Personal Finance
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...
Tom Lauricella | 06 April 2020
of 2
Viewing 1 to 10 of 13