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

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.

Tax Loss Selling Recovery Candidates, Part 1

This year I plan on naming 12 that are most interesting and will roll them out four at a time.

Slogging Through the Deep-Value Valley With Valhi and NL Industries in Tow

Shares of the related companies are struggling, which can be the norm for investments in out-of-favor businesses.

Looking for Bargains When Markets Overly Punish Stocks

This fear and volatility, if it continues, will make tax-loss selling season even more interesting.

Chico's FAS Needs to Appeal to their Demographic

Easier said than done: They also have to turn sales around.

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