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Contenuto fornito da Scott Frank and James Conole, Scott Frank, and James Conole. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Scott Frank and James Conole, Scott Frank, and James Conole o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.
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087 - Investing a Lump Sum vs Dollar Cost Averaging - Which is Better?

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Manage episode 285938539 series 2653925
Contenuto fornito da Scott Frank and James Conole, Scott Frank, and James Conole. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Scott Frank and James Conole, Scott Frank, and James Conole o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.

In this episode James and Scott discuss whether or not you should invest all at once (lump-sum) or invest smaller amounts over a period of time (dollar-cost average).

Questions discussed: Should I invest when the market is at all-time highs? When is the best time to invest? What is the best approach for my individual situation?

Articles Mentioned: Article Reference- Dollar-Cost Averaging vs. Lump-Sum (Of Dollars & Data)

Planning Points Discussed

  • Tax Planning
  • Retirement Planning
  • Portfolio Management
  • Aligning Your Investments with Financial Goals

Timestamps:

2:30 - Lump Sum v. Dollar-Cost Averaging

3:25 - What is Lump-Sum Investing?

5:32 - Can You Time The Market?

7:30 - Historical Performance: Lump-Sum vs. Dollar-Cost Averaging

10:20 - How To Minimize Risk

13:25 - What's Your Dollar-Cost Average "Policy"?

15:20 - Aligning Goals with Your Finances

LET'S CONNECT!

James

Facebook LinkedIn Website

Scott

Facebook Twitter Website

ENJOY THE SHOW?

Don’t miss an episode, subscribe via iTunes, Stitcher, Spotify, or Google Play.

Leave us a review on iTunes.

Have a money question you want us to answer? Submit one here

  continue reading

193 episodi

Artwork
iconCondividi
 
Manage episode 285938539 series 2653925
Contenuto fornito da Scott Frank and James Conole, Scott Frank, and James Conole. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Scott Frank and James Conole, Scott Frank, and James Conole o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.

In this episode James and Scott discuss whether or not you should invest all at once (lump-sum) or invest smaller amounts over a period of time (dollar-cost average).

Questions discussed: Should I invest when the market is at all-time highs? When is the best time to invest? What is the best approach for my individual situation?

Articles Mentioned: Article Reference- Dollar-Cost Averaging vs. Lump-Sum (Of Dollars & Data)

Planning Points Discussed

  • Tax Planning
  • Retirement Planning
  • Portfolio Management
  • Aligning Your Investments with Financial Goals

Timestamps:

2:30 - Lump Sum v. Dollar-Cost Averaging

3:25 - What is Lump-Sum Investing?

5:32 - Can You Time The Market?

7:30 - Historical Performance: Lump-Sum vs. Dollar-Cost Averaging

10:20 - How To Minimize Risk

13:25 - What's Your Dollar-Cost Average "Policy"?

15:20 - Aligning Goals with Your Finances

LET'S CONNECT!

James

Facebook LinkedIn Website

Scott

Facebook Twitter Website

ENJOY THE SHOW?

Don’t miss an episode, subscribe via iTunes, Stitcher, Spotify, or Google Play.

Leave us a review on iTunes.

Have a money question you want us to answer? Submit one here

  continue reading

193 episodi

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