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.Follow @JonMHellerCFA Find Jon on Linked In, and on Google+.
Recent Articles By The Author
Happy Early Returns From This Value-Oriented Dividend Portfolio
Just two months after its creation, the portfolio handily is beating the Russell 2000 Index and Russell Microcap Index.
Catch This Wisdom Pitched by the Legendary Satchel Paige
The baseball great's "Rules for The Good Life" can apply well to value investing.
Valuable Earnings Insight on 2 Value Names
Farmland Partners beats expectations, such as they were, but Richardson Electronics did not.
Boeing, Corning Are Winning in My Dividend Plus Buyback Portfolio
Brinker International? Not so much.
Where's the Volatility?
The S&P 500 has closed up or down at least 1% just four times since the start of 2017, and deep value opportunities are few and far between.