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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

Whether Active or Passive, These 2 Deep-Value Portfolios Are Shining

Four months in, the 2020 Triple Net Active Versus Passive Portfolio experiment is proving to be a rewarding experience.

Screening for Quality Defensive Stock Plays Yields a Woefully Small Bunch

The pickings are slim when it comes to stocks that can meet the stringent standards of a stock screen based on Benjamin Graham's principles.

Cruise Operator Carnival Still Doesn't Float My Boat

The company's voluminous and expanding debt and massive increase in shares outstanding make it unappealing to this value investor.

Retail Stocks Catch Fire, but They Could Be Too Hot to Handle for Long

Department stores, sporting goods sellers and even fashion retailers have seen their shares surge this year, but the question is whether the party can last.

Rising Small-Cap Tide Helps Lift This Value Portfolio

The 2021 Double Net Value Portfolio has had a great first two months as small-cap stocks in general have been hot.

My Tax Loss Selling Recovery Portfolio Is Doing Better Than I Thought

The rise in retail has been a tailwind for the portfolio.

The Spot Price of Silver Doesn't Tell the Entire Tale

Silver's run-up on Monday was seen as monumental, at least in the eyes of those who haven't regularly been following the markets.

The Twists and Turns of My Fossil Investment

There's a lesson in here, somewhere, although I am not yet quite sure what it is.

RedBall Plays Money Ball

Billy Beane's proposed deal with Fenway Sports Group fell apart but he still wants to buy into a team.

Baseball Hall of Fame, GameStop, and Privately Run Prison Stocks

Executive actions are temporary, so don't bet that the Feds are done for good with the private corrections industry.

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