AUTHORS

Real Money authors - Jonathan Heller

Jonathan Heller

Jonathan Heller, CFA, CFP® is president of KEJ Financial Advisors, his fee-only financial planning company. Heller spent 17 years at Bloomberg Financial Markets in various roles, from 1989 until 2005. He ran Bloomberg's Equity Fundamental Research Department from 1994 until 1998, when he assumed responsibility for Bloomberg's Equity Data Research Department. In 2001, he joined Bloomberg's Publishing group as senior markets editor and writer for Bloomberg Personal Finance Magazine, and an associate editor and contributor for Bloomberg Markets Magazine. In 2005, he joined SEI Investments as director of investment communications within SEI's Investment Management Unit.

Jon is also the founder of the Cheap Stocks Web site, a site dedicated to deep-value investing. He has an undergraduate degree from Grove City College and an MBA from Rider University, where he has also served on the adjunct faculty; he is also a CFA charter holder, and certified financial planner ™ practitioner.


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Recent Articles By The Author

GAP Cancels Old Navy Spinoff and It's Greeted Favorably

This is retail, where down is up and up is down, and the dynamic of the sector continues to change.

Riding the Retail Roller Coaster

There is still money to be made, and lost, here.

What If Fitbit's Deal With Alphabet Doesn't Happen?

It's likely the deal goes through, but I don't believe that attempting to take advantage of FIT's current 11% discount is worth the risk.

SECURE Act Quietly Shakes Up Rules Impacting Retirement Assets

The new act that was signed into law just a few weeks back may have its greatest effect on inherited IRA assets.

3 Large, Out-of-Favor Stocks That Pique This Value Investor's Interest

Shares of Kraft Heinz, Harley-Davidson and Tapestry Inc. all have seen better days but could be on the road to improvement.

Don't Cry for Me: My Best Stock Pick for 2020 Is From Argentina!

This remains a sum-of-the parts story, but only for those with extremely strong stomachs.

Precious Metals Are Again on the Upswing

They are not an investment, per se. They are a hedge against the unknown, the uncertain.

How We Doing? My 12 Potential Tax-Loss Selling Candidates

If investors reengage with these names in 2020, this could be an interesting set-up for market outperformance.

These Retail Names Are Suffering the Post-Christmas Blues

Chico's FAS showed some signs of life, but a number of other retailers were down in the dumps.

My Tax-Loss Selling Year-End Portfolio

In this portfolio, the goal is for the winners to more than offset the losers.

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