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Money

Plan what you’ll do when markets fall

Use a fictional example to write a short plan before prices fall: what you’ll invest, how often, and how you’ll make decisions when markets drop.

Morningstar’s Mind the Gap studyCompared investor and fund returns for nearly 23,000 U.S. funds

About 7 minutes

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In this lesson

  • What funds earned, and what investors earned
  • Bumpier funds, wider gaps
  • Rajesh writes his plan on a calm day
  • See how timing can open a gap
  • Where this comes from
  • Try it today
  • 2 questions to check yourself

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