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Allocation Over Dollar Cost Averaging: Looking at the Long Term

Allocation Over Dollar Cost Averaging: Looking at the Long Term

Schwab Network · Schwab Network

March 21, 20257m 3s

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Show Notes

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.


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