Matthew Sommer, Ph.D. CFA®
Matt Sommer is the Head of Janus Henderson Investors’ Defined Contribution and Wealth Adviser Services Team. He serves as Janus Henderson’s lead behavioral finance researcher and wealth strategist. Prior to joining Janus in 2010, Dr. Sommer spent 17 years at Morgan Stanley Wealth Management and its predecessors, Citi Global Wealth Management and Smith Barney, during which time his roles included director of financial planning and director of retirement planning.
Dr. Sommer received his bachelor’s in finance from the University of Rhode Island and an MBA with a concentration in finance from Pace University. He received a doctorate from Kansas State University. Dr. Sommer is a frequent guest on CNBC and Bloomberg TV, a regular contributor to Kiplinger’s Building Wealth column and has been extensively quoted in various industry publications, including The Wall Street Journal, Barron’s and Investment News. He has 29 years of financial industry experience.
Email: matthew.sommer@janus.com | Website: www.janushenderson.com/en-us/
Latest articles by Matthew Sommer, Ph.D. CFA®
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Investors Nearing Retirement Show Patience With Markets
Despite last year’s upheaval, many investors are sticking with long-term plans and tightening their budgets instead of moving money out of stocks and bonds.
By Matthew Sommer, Ph.D. CFA® Published
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Is It Time to Move to Cash? The Father of the 4% Retirement Withdrawal Rule Did.
investing With markets officially in bear territory, many retirees are anxiously wondering what they should do. The man who wrote the 4% Rule recently shifted to mostly cash, but should you?
By Matthew Sommer, Ph.D. CFA® Published
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Timely Tips for Investors to Deal with Today’s Worst Challenges
investing When it comes to your retirement savings, in unpredictable times it’s good to have a few well-respected investing rules of thumb to fall back on for reassurance.
By Matthew Sommer, Ph.D. CFA® Published
investing