(657) 571-2607Book a callEspañol

Glossary

Dollar-Cost Averaging

Definition

Dollar-cost averaging is the practice of investing a fixed amount on a regular schedule regardless of market prices, so more shares are bought when prices are low and fewer when they are high.

Every 401(k) contribution from a paycheck is dollar-cost averaging in action. The method's mathematical edge is modest — for a lump sum already in hand, investing immediately has historically won more often than spreading it out — but its behavioral edge is large.

Why it matters in practice

The schedule removes the two hardest questions in investing — "is now a good time?" and "should I wait?" — by making the answer automatic. It keeps people buying through downturns, which is precisely when shares are cheap and when unscheduled investors tend to stop. For most households the practical form is simple: automate the contribution and let payroll do the discipline.

Related terms: Compound Interest · Volatility · Bear Market · Time Horizon

Glossary definitions are educational and general. They are not investment, legal or tax advice, individual circumstances vary, and simplified definitions necessarily omit edge cases. Figures, limits and rules cited change over time — confirm current rules before acting. Aduna Capital LLC is a California DFPI-registered investment adviser (CRD #311270). Aduna Capital LLC is not affiliated with, endorsed by, or sponsored by CalSavers, the California State Treasurer's Office, CalPERS, CalSTRS, or any other retirement system, employer or school district named on this page.