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DOLLAR COST AVERAGING News & Analysis

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 | 11 February 2025
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 | 22 January 2025
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 portfolio....
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...
Mark Lamonica | 26 August 2024
Procrastination is an investor’s worst enemy
Personal Finance
Procrastination is an investor’s worst enemy
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
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
ARKK: An object lesson in how not to invest
Funds
ARKK: An object lesson in how not to invest
There's a massive gap between reported total returns and investors’ actual results.
Amy C. Arnott, CFA | 21 December 2021
Changing times as share investors settle in for the long haul
Stocks
Changing times as share investors settle in for the long haul
As markets have rallied to new highs amid Covid doubts, investing patterns have changed.
Gemma Dale | 27 August 2021
When dollar-cost averaging can help (or hurt)
Personal Finance
When dollar-cost averaging can help (or hurt)
A systematic investing approach doesn't usually improve returns, but it can help in certain situations.
Amy C. Arnott, CFA | 09 September 2020
Why lump sum investing beats drip-feeding your portfolio
Personal Finance
Why lump sum investing beats drip-feeding your portfolio
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