Dan Beckerman: ‘Hope for the best, plan for the worst’

Daniel Beckerman – manager of Covestor’s Asset Allocation model – was recently a guest on Jay Cruz’s News at 7 finance show.

In the discussion, embedded for you to listen to below, Daniel comments on Hurricane Sandy from a financial adviser’s perspective, his short-term and long-term outlook on stocks, and the pending ‘fiscal cliff.’

Author profile

Beckerman Institutional
Beckerman Institutional
Daniel Beckerman, CFP is president of Beckerman Institutional, a registered investment adviser. He previously worked for several years at a major brokerage firm offering institutional-level services to high net worth clients. Daniel is the holder of seven financial licenses and designations including Certified Financial Planner. Beckerman Institutional offers a diversified asset allocation portfolio that is designed to be a core holding for investors.