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Investing
Term 433 of 800
1 min readTwo voicesInvesting

Lump sum.

A lump sum is a single large amount of money paid or invested all at once, rather than spread out over time.
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In plain English

A lump sum is money that arrives or goes in as one big payment instead of a stream of smaller ones. In investing, the lump-sum question is whether to put a windfall to work all at once or to spread it out over months, an approach called dollar-cost averaging. History says investing a lump sum right away usually beats spreading it out, because markets rise more often than they fall, but spreading it out can be easier to stomach. The word also shows up in pensions, where you may take a lump sum instead of monthly payments.

Most useful ages
25 to 70

01Why it matters

How you deploy a lump sum, all at once or over time, changes both your expected return and how a bad first month would feel.

02The math, step by step

You inherit 30,000 dollars. Investing it as a lump sum means buying in today; dollar-cost averaging means investing, say, 5,000 dollars a month for six months instead.

03What this is NOT

Do not confuse with Dollar-cost averaging

A lump sum is NOT dollar-cost averaging. A lump sum goes in all at once; dollar-cost averaging deliberately spreads the same money across several purchases over time.

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Last reviewed July 12, 2026 · Reviewer Joseph Citizen, Founder