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LUMP SUM INVESTING News & Analysis

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
The dollar-cost averaging myth: why lump sum investing usually wins
Personal Finance
The dollar-cost averaging myth: why lump sum investing usually wins
Dribbling a small amount of money into stocks is not necessarily the most lucrative investment strategy, says Morningstar’s Tom Lauricella.
Tom Lauricella | 20 November 2019