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.
Recent Articles By The Author
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.
Retail Stocks Turn Tail on Tough Thursday
Names as varied as Tilly's, Build-A-Bear Workshop, Hibbett Sports and Nordstrom all took hits in the midst of the holiday shopping season.