Take Your Lumps?

Jeff Weeks

August 13, 2021

Accountable Update

A question I frequently get asked by clients when they are investing cash is whether the funds should be invested in a lump sum or averaged into the market over time?

The answer is yes.

ATX Portfolio Advisors, LLC is a State of Texas Registered Investment Advisory Company.

Please consider the investment objectives, risks, charges, and expenses carefully before investing in Mutual Funds. The prospectus, which contains this and other information about the investment company, can be obtained directly from the Fund Company or your financial professional. Be sure to read the prospectus carefully before deciding whether to invest.

Asset Allocation and/or Diversification do not guarantee a profit or protect against a loss in a declining market. They are methods used to help manage investment risk.

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