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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

Updating My Triple Net Active Versus Passive Portfolio

My belief is that within this deep value pond, an active approach can outperform passive.

S&P 500 Has Had a Great 4-Year Run, but Getting There Hasn't Always Been Fun

The stock index from the start to the end of the Trump presidency has soared, but the level of volatility during certain periods was unsettling.

Carnival's Valuation Is a Head Scratcher

Markets may be painting an overly rosy picture for the cruise ship company.

Norwegian Cruise Lines Fights to Survive

The markets appear to be looking forward for the cruise industry.

It's Only a Month, but This Deep-Value Portfolio Is Performing Quite Nicely

The aggregate return of the 2021 Double Net Value Portfolio one month since inception is outpacing a handful of Russell indices.

Here Are 2 Stocks Doing the Unexpected

Reading International has surprised while Crimson Wind Group has been a disappointment.

Initial Returns of These 12 Losers From 2020 Aren't Spectacular but Are OK

There is one standout performer among this portfolio of a dozen stocks that struggled last year, but most haven't moved all that much after just a month.

5 Predictions for 2021

Once we break free of this pandemic you've got to wonder about the potential economic and market fallout.

An Astounding Year in Ways Unimaginable at Its Start

The tremendous volatility brought on by the pandemic gave way to an incredible, rip-roaring market that will finish 2020 with a big gain.

In Search of Year-End Bargains, I've Uncovered a Potential Opportunity

I'm willing take a risk on the company's potential for improving results.

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