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

Will 2023 Be Part of a Rare Market Streak?

The market debuts with a bang, ends with a whimper.

Active Takes an Early Lead on Passive in This Portfolio Experiment

Can a hand-selected group of stocks outperform and entire universe of 'triple nets'?

My Unusual (For Me) 2023 Stock Pick Has Quietly Become a Dividend Champion

The combination of rising dividends and simultaneous share buybacks can be powerful.

Not Hot Now: Krispy Kreme Has Been a Disaster for Investors

This could be a great story, but it will take some doing.

This 73-Year-Old Investment Strategy Is Still Working Today

In a lousy year for the market, these 'Benjamin Graham Defensive' stocks outperformed.

Should Old Acquaintance Be Forgot? In the Case of 2022, Absolutely!

It has been a rough year for investors no matter which way they turned.

Introducing the 2023 Double Net Value Portfolio, Led by Robinhood Markets

There are 45 stocks in this deep-value portfolio, which is nearly double the number in the 2022 edition of the portfolio.

Sorry to Say, but This Deep-Value Portfolio Experiment Fizzled in the Lab

The 2022 Double Net Value Portfolio was disappointing, though it still did OK relative to its market peers.

Weber Flames Out as a Public Company While Rival Traeger Sputters

BDT Capital Partners' planned acquisition of the Weber shares it doesn't already own will end Weber's short stint as a publicly traded company.

Will My 2022 Silver Pick Finally Tip the Scales?

We still have a few weeks to go, so my bet on this precious metal might not tarnish my investing image after all....

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