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

2 Grill Makers Are Seeing Their Shares Fried After IPOs Last Summer

Traeger Inc. and Weber Inc. have disappointed investors as they trade well below their initial public offering prices.

2 Small-Cap Stocks That Are Swimming Nicely Against the Downstream Flow

Argentine farming company Cresud and specialty retailer Fossil Group are up by double-digit percentages so far this year.

To Put Inflation Into Perspective, Let's Travel Back to the 1970s

Guess what a cup of crab bisque goes for these days. Plus, an update on my 'silver linings inflation playbook.'

SelectQuote Goes Thud on Huge Miss While CF Acquisition VI Creates a Rumble

CF is the SPAC that will be taking YouTube competitor Rumble public, and it has been drawing plenty of interest lately.

Harbor Diversified Is a Potential Asset Play

I've never been very interested in owning airlines before, but this appears to be a special situation. And, it's not for the faint of heart.

Rough Days for Groupon and Alico, but Not So for Corning

Corning this week increased its dividend yet again to gain investors' favor.

Buckle Up as We Take a Close Look at Small-Cap Volatility

I've applied my same methodology to one of my favorite small-cap indexes, the Russell 2000.

This Portfolio of Last Year's Losers Is Up (Surprise!) in a Down Market

The 2022 Tax Loss Selling Recovery Portfolio is holding its own despite difficult market conditions.

Groupon's Stake in SumUp Sizzles, While Robinhood Fizzles

I expect GRPN will disclose more about its stake in privately held SumUp.

This Is No Time to Panic, Media Hype Notwithstanding

There has been some volatility in the market to be sure, but not nearly to the extent as in past periods that truly saw sustained gyrations.

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