does dollar-cost averaging work?

Dollar-cost averaging has long been considered a staple of successful long-term investing.  This process always results in purchasing more shares when prices are low — great idea — and fewer shares when prices are high — another great idea. This consistent investment plan works well for people using wages to fund an investment program, but does this success carry over to lump-sum investing?  Should an investor with a large sum of money invest the entire lump sum at once or dollar-cost-average the lump over a period of months?  AFS research spanning nine decades offers some definitive conclusions.

Subscriber-Only Access to the Following Research Reports:


Join Other Professionals – For $29/month or $295/year (2 months FREE) , - cancel anytime - you gain access to the entire library of over 600 research reports, studies, proofs, and other support documents intended to provide investment professionals a proven approach to mutual fund investing.  This powerful information will help you convert prospects into clients and solidify relationships with existing clients.

Subscribe Now

testimonials

“In terms of making a positive impact on my business, Jeff McTague’s philosophy and process is the single best presentation I have seen in my 22 years as a financial consultant.”

— JoLynn Free, First Vice President — RBC Wealth Management, Austin TX
More Testimonials
admin