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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

Hooker Furniture: A Benjamin Graham-Based Defensive Stock for the New Year

Let's start the new year with a nod toward the father of value investing.

Quit Fitbit, My Disappointing 2018 Favorite Stock? Not Yet

Fitbit's balance sheet remains solid and I still believe it is undervalued.

Newell Brands and JAKKS Pacific Continue to Disappoint

NWL has lost some 25% since October, while JAKK has shed more than 30% despite a Friday rebound.

Small-Caps Are (Mostly) Avoiding The Latest Round of Market Whiplash

Those names in the green are not what one might expect, including some specialty retailers from my double-net value portfolio.

The True Test for the Market Will Begin in the New Year

We should all take a break the next few days, enjoy the season and our families.

This Downturn Is Distressing, but It's Nothing Compared to 10 Years Ago

The fourth quarter of 2008 arguably was the most volatile for stocks in the last 70 years.

Rolling Out My 2019 Double Net Value Portfolio

Despite disappointing performance this year, the strategy has shown solid return in the past.

Closing the Books on My Double-Net Value Portfolio

It was not a great year for this value portfolio, with only 5 stocks in positive territory for the year.

Tax Loss Selling Recovery Candidates, Part 3

I will be providing occasional updates on the 12 names, and it should be an interesting ride.

Tax Loss Selling Recovery Candidates, Part 2

All of these companies have been hammered to a varying degree during the year but trade at reasonable forward valuations.

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