LUMP SUM 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. 

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

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

Dribbling a small amount of money into stocks is not necessarily the most lucrative investment strategy, says Morningstar’s Tom Lauricella.

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...