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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.


Find Jon on Linked In, and on Google+. 

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Recent Articles By The Author

Restaurant Stocks Still Put on a Good Show, but Rising Costs Could Bite Them

Jonathan Heller

McDonald's decision to raise its dividend is an indicator of the sector's comeback from the pandemic, but higher labor and food costs are a concern.

Cracker Barrel Warns of Higher Costs in Store, Yet Still Hikes Its Dividend

Jonathan Heller

The restaurant chain doesn't issue guidance for fiscal 2022, but does say it expects commodity and wage inflation.

This Portfolio of Past Losers Remains Solid but Is Running Out of Steam

Jonathan Heller

The 2021 Tax Loss Selling Recovery Portfolio gave up ground over the last month yet continues to outperform key indices.

Small-Caps Rumble and a Quiet Farm Name Makes Noise

Jonathan Heller

Smaller stocks have been edging lower as a group of late, while shares of agriculture concern JG Boswell steadily gain ground.

Prospective Pickings Are Slim for This Annual Portfolio of Unloved Losers

Jonathan Heller

The current candidates for the 2022 Tax-Loss Selling Recovery Portfolio are few and far between, with only a couple households names in the bunch.

The Cautious Bridge to Investing, and Watching Calavo Growers

Jonathan Heller

You can't live your life in fear as an investor, but you can take steps to protect yourself against the unforeseen.

I'm Flirting With the Idea of Going With Vera Bradley Again

Jonathan Heller

The maker of women's handbags and accessories has fallen to a tempting price after a recent post-earnings tumble.

It's a Rocky Road to the Finish for My Tracking Portfolio

Jonathan Heller

I build a Double Net Value portfolio every year that's comprised of companies that have three attributes.

Fashion Retailer Cato Puts on a Show With Big Dividend Hike, Buyback Spree

Jonathan Heller

Raising the quarterly payout and repurchasing shares in large quantities show management's confidence in the apparel merchant.

Inflation Is Very Real, Just Ask Costco Shoppers

Jonathan Heller

Here's hoping that we don't return to the 1970's and early 1980's inflation eras.

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