HomeMarketsU.S. EconomyAllocation Over Dollar Cost Averaging: Looking at the Long Term
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Allocation Over Dollar Cost Averaging: Looking at the Long Term

Allocation Over Dollar Cost Averaging: Looking at the Long Term

Marc R. Schechter focuses on long-term allocation, saying he’s “not confident” in his own thinking on the short-term. Rather than buying into the market while it’s down and dollar cost averaging, he instead prefers to look at the composition of the portfolio: stocks, bonds, etc., and decide whether the allocation to each is still balanced. He also offers some tax strategies for investors to consider before the April 15th deadline.

Market On Close

20 Mar 2025

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