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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.


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Recent Articles By The Author

Restaurant Acquisition Trend Should Remain on Wall Street's Menu

The deals that has been taking place in the industry in the last few years are likely to continue.

Restaurant Stocks Are Off to a Decent Start in 2020

The best performer year-to-date is small name The Habit Restaurants, courtesy of YUM's January 6th $14 per share offer.

Tutor Perini Offers Tutorial in Volatility and Value Investing

The construction company's shares aren't for the faint of heart as they have been whipped around in recent years.

Every Dog Has Its Day and So Will Value Stocks, but Just Not Yet

Growth indices soundly trounced value indices in 2019 and it's starting the same way this year, but that trend can't last forever.

Early Results From My Triple Net Portfolio Experiment

Can an active approach outperform a passive approach in small, deeper value names?

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.

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