401(k)
The Wikipedia article on 401(k) plans and payroll contributions.
Wikipedia · found 2026-10-14 · Source
DCA Playbook · Research
Research
Run your number on the playbook home.
56 research notes in the playbook. The full directory has every category.
Entries checked October 2026. Summaries are RogLabs's own one-line notes, not quotes from the pages. A link is not a recommendation. Nothing here is financial, investment, or tax advice, and nothing here promises a return.
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401(k) plans, Investor.gov
The SEC's glossary entry for workplace 401(k) plans, where payroll contributions are invested automatically.
Investor.gov · found 2026-10-14 · Source
A note on the suboptimality of dollar-cost averaging
The JSTOR record for Constantinides's 1979 journal note studying dollar-cost averaging as a policy.
Journal of Financial and Quantitative Analysis · found 2026-10-14 · Source
Asset allocation
The Wikipedia article on dividing a portfolio across asset classes.
Wikipedia · found 2026-10-14 · Source
Asset allocation, diversification, and rebalancing
The SEC's primer on spreading savings across asset types, diversifying inside them, and resetting the mix over time.
SEC · found 2026-10-14 · Source
Asset allocation, Investor.gov
The SEC's glossary entry for how a portfolio is split across asset types.
Investor.gov · found 2026-10-14 · Source
Bitcoin
The Wikipedia article on Bitcoin, the asset the recurring-buy tools in this list purchase.
Wikipedia · found 2026-10-14 · Source
Bitcoin: A Peer-to-Peer Electronic Cash System
The Satoshi Nakamoto Institute's copy of the 2008 paper that describes bitcoin as peer-to-peer electronic cash.
Satoshi Nakamoto Institute · found 2026-10-28 · Source
Compound interest
The Wikipedia article on compound interest, the arithmetic behind leaving contributions invested.
Wikipedia · found 2026-10-14 · Source
Compound interest, Investor.gov
The SEC's glossary entry for growth on previous growth.
Investor.gov · found 2026-10-14 · Source
Cost averaging: invest now or temporarily hold your cash?
A Vanguard research paper on investing available cash at once versus feeding it in over time.
Vanguard · found 2026-10-14 · Source
Cost basis
The Wikipedia article on cost basis, the record of what a scheduled buyer paid.
Wikipedia · found 2026-10-14 · Source
Debunking the myth of dollar-cost averaging
Alex Molas's essay arguing with the popular case for spreading out a sum you already have.
Alex Molas · found 2026-10-14 · Source
Diversification, Investor.gov
The SEC's glossary entry for spreading a portfolio across many holdings.
Investor.gov · found 2026-10-14 · Source
Dollar cost averaging
The Wikipedia article defining dollar-cost averaging and distinguishing it from simply investing each paycheck.
Wikipedia · found 2026-10-14 · Source
Dollar cost averaging under risk aversion
A quantitative note comparing lump-sum and scheduled buying for the S&P 500 and for bitcoin at different levels of risk aversion.
Ben Davies · found 2026-10-14 · Source
Dollar-cost averaging just means taking risk later
A copy of Vanguard's 2012 research note comparing an immediate index investment with spreading the same cash over later months.
Optimized Portfolio · found 2026-10-21 · Source
Dollar-cost averaging, Investor.gov
The SEC's investor.gov glossary entry for dollar-cost averaging.
Investor.gov · found 2026-10-14 · Source
Even a perfect timer, and a fixed schedule
An Of Dollars and Data essay that sets a hypothetical perfect market timer next to a fixed purchase schedule.
Of Dollars and Data · found 2026-10-14 · Source
Exchange-traded fund
The Wikipedia article on ETFs.
Wikipedia · found 2026-10-14 · Source
Exchange-traded fund, Investor.gov
The SEC's glossary entry for an exchange-traded fund.
Investor.gov · found 2026-10-14 · Source
Exchange-traded funds and products, FINRA
FINRA's overview of exchange-traded funds and similar products for individual investors.
FINRA · found 2026-10-28 · Source
Expense ratio
The Wikipedia article on the expense ratio, the ongoing fee taken from a fund.
Wikipedia · found 2026-10-14 · Source
Expense ratio, Investor.gov
The SEC's glossary entry for the annual fee figure on a fund.
Investor.gov · found 2026-10-14 · Source
Expense ratios
The Bogleheads wiki page on fund expense ratios and why small ongoing fees matter over decades.
Bogleheads Wiki · found 2026-10-14 · Source
Gemini Cryptopedia
Gemini's public crypto glossary, a reference shelf next to its exchange.
Gemini · found 2026-10-14 · Source
Generalized dollar-cost averaging
A short technical note that generalizes a fixed-dollar purchase rule.
Efficient Frontier · found 2026-10-14 · Source
I backtested Dynamic DCA vs Regular DCA over the last 4 years
A Bitcoin thread where the author tested a fixed purchase schedule against one that buys more after a drop.
r/Bitcoin · found 2026-10-14 · Source
Index fund
The Wikipedia article on index funds.
Wikipedia · found 2026-10-14 · Source
Index fund, Investor.gov
The SEC's glossary entry for an index fund.
Investor.gov · found 2026-10-14 · Source
Individual retirement account
The Wikipedia article on IRAs.
Wikipedia · found 2026-10-14 · Source
Individual retirement account, Investor.gov
The SEC's glossary entry for an IRA, a common account for scheduled contributions.
Investor.gov · found 2026-10-14 · Source
John C. Bogle
The Wikipedia biography of John Bogle, who popularized low-cost index funds for individual investors.
Wikipedia · found 2026-10-14 · Source
Modern portfolio theory
The Wikipedia article on modern portfolio theory, the academic frame behind simple stock-and-bond mixes.
Wikipedia · found 2026-10-14 · Source
Mutual fund
The Wikipedia article on mutual funds.
Wikipedia · found 2026-10-14 · Source
Mutual fund, Investor.gov
The SEC's glossary entry for a mutual fund.
Investor.gov · found 2026-10-14 · Source
Mutual funds and fees
The Bogleheads wiki page on the fees that sit inside mutual funds.
Bogleheads Wiki · found 2026-10-14 · Source
Mutual funds, FINRA
FINRA's investor page on how mutual funds pool money, charge ongoing expenses, and price once a day.
FINRA · found 2026-10-14 · Source
Passive management
The Wikipedia article on passive management, the approach of tracking a market instead of picking winners.
Wikipedia · found 2026-10-14 · Source
Publication 590-A, contributions to IRAs
The IRS publication covering contributions to traditional and Roth IRAs, including the yearly limits.
IRS · found 2026-10-28 · Source
Retirement topics: automatic enrollment
The IRS page on workplace plans that enroll employees and invest payroll deferrals unless they opt out.
IRS · found 2026-10-14 · Source
Roth IRA
The Wikipedia article on Roth IRAs.
Wikipedia · found 2026-10-14 · Source
Roth IRA, Investor.gov
The SEC's glossary entry for a Roth IRA.
Investor.gov · found 2026-10-14 · Source
S&P 500
The Wikipedia article on the S&P 500, the index behind VOO, SPY, IVV, and similar funds.
Wikipedia · found 2026-10-14 · Source
S&P 500 index
The Bogleheads wiki page on the S&P 500 and the funds that track it.
Bogleheads Wiki · found 2026-10-14 · Source
Safe withdrawal rates
The Bogleheads wiki page on withdrawal-rate research for a portfolio after contributions stop.
Bogleheads Wiki · found 2026-10-14 · Source
Safe withdrawal rates, part 1
The first essay in a series that measures historical withdrawal rates for portfolios of stocks and bonds.
Early Retirement Now · found 2026-10-28 · Source
The Arithmetic of Active Management
William Sharpe's 1991 paper arguing that active managers, as a group, lag the market by their costs.
William F. Sharpe · found 2026-10-28 · Source
The Vanguard Group
The Wikipedia article on Vanguard, the fund company most associated with the index-fund habit.
Wikipedia · found 2026-10-14 · Source
Traditional and Roth IRAs
The IRS page describing traditional and Roth IRAs, the two account types many contribution schedules use.
IRS · found 2026-10-14 · Source
Vanguard's principles for investing success
Vanguard's research booklet on goals, balance, cost, and discipline for a long holding period.
Vanguard · found 2026-10-14 · Source
VOO quote on Morningstar
Morningstar's quote page for VOO, Vanguard's S&P 500 ETF, with the fund's public profile.
Morningstar · found 2026-10-14 · Source
VTSAX quote on Morningstar
Morningstar's quote page for VTSAX, with the fund's public profile and category.
Morningstar · found 2026-10-14 · Source
Wash sale
The Bogleheads wiki page on the wash-sale rule that can disallow a loss when a replacement share is bought too soon.
Bogleheads Wiki · found 2026-10-14 · Source
What is a 401(k) plan?
The Consumer Financial Protection Bureau's plain-language answer on workplace 401(k) plans.
CFPB · found 2026-10-14 · Source
What to do with your next dollar
A Vanguard research note on ordering the next saved dollar across debt payoff and long-term accounts.
Vanguard · found 2026-10-14 · Source
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