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Taking the Plunge

Sigma Investment Counselors

February 8, 2019

A February 4, 2019 article in the Wall Street Journal titled How to Invest When Markets Are Down noted that “If you have a lump sum to in­vest, rather than a small amount each month, you may be bet­ter off in­vest­ing it all at once, mainly be­cause keep­ing it on the side­lines in cash while you wait to me­ter it into the mar­kets will drag down your re­turns, a 2012 Van­guard study found.”

We completely agree, but we tend not to do this as it can be quite a shock if one were to immediately confront a December 2018 bout of weakness.  If you are a Sigma client and feel you can take the emotional plunge, please let your investment advisor know.  The difference in investment returns and wealth accumulation will be worth it.

All comments and suggestions are welcome.

Robert M. Bilkie, CFA

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