05.20.25 Ask An Advisor With Wes Moss

The Clark Howard Podcast

Clark Howard

Investing, Entrepreneurship, Business

4.6 • 4.9K Ratings

🗓️ 20 May 2025

⏱️ 35 minutes

🔗️ Recording | iTunes | RSS

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Summary

Are We in a Passive Investing Bubble? and Lump Sum Investing vs. Dollar Cost Averaging Is passive investing creating a stock market bubble? Fiduciary financial advisor Wes Moss dives into the rise of index funds, why they became so popular, and the potential concerns. Also, Wes covers a classic investing strategy: Dollar Cost Averaging (DCA). He explains how systematically investing over time can smooth out your cost basis and make investing less daunting, especially with a lump sum. We'll look at how DCA stacks up against investing a lump sum all at once – you might be surprised by the numbers! Plus, Christa shares your #AskWes questions and Wes gives his take. All this and more on the May 20, 2025, Ask an Advisor episode of the Clark Howard podcast. Submit your questions at clark.com/ask. We hope you enjoy our weekly Ask An Advisor episodes, in which Christa and Wes discuss investing and retirement savings in depth. Let us know what you think in the comments! Learn more about Wes: Wes Moss, CFP® Learn more about your ad choices: megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	I'm making a robot head with an Amazon box.
0:03.0	I've painted it silver and Daddy helped me make it.
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0:22.1	Mom, where's the scissors?
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0:30.6	Every runner knows the moment when everything clicks.
0:33.6	When your legs lock into a rhythm, the aches float away and doubts fade, replaced by a feeling
0:40.3	of euphoria.
0:42.3	It's why you lace up at dawn, why little rain doesn't stop you, why one run turns into a habit.
0:50.3	So next time you go for a run, chase that runs high. Learn more about running and go wild at
0:57.3	puma.com. Welcome back to Ask an Advisor where we here at Team Clark go deeper on all things investing.
1:13.0	I'm Krista Dibias here with Wes Moss. Investing in financial planning and all of the above. Hi, Krista. Hi, Wes. So what are you
1:19.9	going to talk about today? You know, some of this is sparked by the questions that have been getting,
1:24.6	not only through the families I work with, but from you,
1:28.4	from our listeners and our viewers.
1:30.7	And the first topic has to do with passive investing, so index-based investing, is that in
1:36.3	itself, because it's become so popular, is that creating a bubble, a stock bubble that could
	...

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