Jonathan Heller

KEJ Financial Advisors, LLC
Newtown, PA
www.kejfinancial.com

Bio - Jonathan Heller (PDF)

Available Topics
Economic and Markets Update
This unique presentation is an off-the-beaten-path analysis of what’s really occurring in the markets and economy. Too often, investors get too caught up in the headline news and events as reported by the media. There’s typically quite a bit more going on behind the scenes, and the news media is typically overly negative or overly positive, much to the detriment of investors. As a former full-time journalist, I’ve seen firsthand how the media can misinterpret and misreport financial market and economic events.

Building Portfolios for Investors Taking Distributions
With Defined Benefit Plans all but a thing of the past, the onus will be on individual investors to make their money last in retirement. In doing so, retirees face a whole host of risks, including longevity risk and inflation risk.

Building Portfolios for Irrational Investors
This presentation focuses on the importance of acknowledging the behavioral biases we all have as investors, then discusses designing appropriate portfolios that acknowledge and address investor irrationality.