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
Boring Mid-Cap Dividend Growers Portfolio Quietly Delivering
So far, so good, the portfolio is up about 14.5% versus 11% for the S&P Mid Cap 400 Index.
Vera Bradley Is My UMBC Upset Pick for the Real Money Sweet 16
Investors seem to have all but forgotten that the company is still publicly traded.
The Dearth of Available, Investable Net/Nets
I lament the fact that one of my favorite deep value hunting grounds is nearly devoid of possibilities.
This Portfolio of 14 Stocks Is Crushing the S&P 500
All of the names are boosting dividends and share buybacks.
It's Getting Much Harder to Find Cheap Companies
Markets are expensive, but long-term effect of tax cuts remains to be seen.