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. In 2005, he joined SEI Investments as director of investment communications within SEI's Investment Management Unit. Heller is founder of Cheap Stocks, a website dedicated to deep-value investing. He has been a contributor to TheStreet Real Money since 2011 providing trending market coverage and stock ideas.
Heller 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 a value investor who, like Warren Buffett, follows Benjamin Graham’s investment principles. When he isn’t investing, you can find him playing the guitar, at the beach, or learning presidential history.
Recent Articles By The Author
Let's take a close look at my 2023 Tax Loss Selling Recovery Portfolio.
One is a sushi restaurant chain and the other is a sandwich shop operator.
Unlike last year, growth stocks are trouncing value stocks so far in 2023.
Let's revisit this merger plan between these grocery giants.
The year did not start off so great, however.
The closed-end Sprott Physical Silver Trust is one way to gain exposure to the silver market.
The cruise line operator's massive debt and stock dilution remain stumbling blocks for this value investor.
The watchmaker saw its shares hammered on its outlook, which is a cautionary tale for other stocks.
Just check out your local restaurants and drive-throughs.
Let's check out stocks that hold large levels of liquidity and why they should be on your radar now.