Dollar-Cost Averaging vs Lump Sum Investing
By Advisor's Edge
In this course, Benjamin Felix, MBA, CFA, CFP, CIM, portfolio manager at PWL Capital in Ottawa, compares dollar-cost averaging to lump sum investing through time for six stock markets. He also takes a closer look at the distribution of outcomes on average and under special circumstances commonly believed to be suboptimal for lump sum investing.
IIROC Cycle 8
Professional Responsibility Credits
Product Knowledge Credits
Practice Management Credits