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James J. Lukezic blog

James J. Lukezic, Old Slip Capital Partners is a New York City-based Capital Management firm that is the result of a merger between Standard Fiduciary Consulting, LLC, a leading Registered Investment Advisory firm, and CNA Investor Services, Inc., a Chicago Broker Dealer whose parent was and is a leading national insurance provider. CNA Investor Services, Inc., has been in business since 1966 when it was approved for business by FINRA. In 1977, it was also approved by the SEC (Securities and Exchange Commission) as an Investment Advisor, servicing clients nationally since then.

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James J. Lukezic blog

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  1. AnExpertGuidetoHireJamesJ.LukezicasaCapitalandInsurance Advisor Formostindividuals,capitalmanagementremainsamystery.Mostpeopleknowthatmoney movesacrossinternationalmarkets,butnoteveryoneisfamiliarwiththecomplexitiesofusing thatcapitaltofurtheracompany'sgoals.Asaresult,manypeoplefinditdifficulttounderstand capitalmanagement.Cleargoalsandcriteriaarenecessaryforcapitalmanagementtobe financiallysuccessful. Thetwoprimaryobjectivesofworkingcapitalmanagementaretoboostprofitabilityand guaranteethatthereisalwaysenoughcashonhand.Purchasingpresentassetsshouldonlybe doneifpredictedreturnsarereasonable.Maximizingshareholdervalueandbusinessprofitability isequallycrucial.SeveralimportantlessonsfromCapitalManagement FirmAdvisorlikeJames J.Lukezic:

  2. Inordertomaintainenoughcashflowtocoveracompany'sshort-termdebt commitmentsaswellasitsoperationalexpenses,workingcapitalmanagement necessitates keepinganeyeonitsassetsand liabilities. • Managingcash,inventories,accountspayable,andreceivableisthemainfocusof workingcapitalmanagement. • Monitoringanumberofratiosispartofworkingcapitalmanagement,suchasthe workingcapital,inventory,andcollectionratios. • Bymakingeffectiveuseofitsresources,workingcapitalmanagementmayenhancea company'scashflowmanagementandearningsquality. • Workingcapitalmanagementplansmightnotbeimplementedbecauseofmarketswings, ortheymightforgolong-termgainsinfavoroftemporarygains. • WhyHireJamesJ.LukezicasaCapitalAdvisor? • Createafinancialstrategy • Seldomdoanyoneeverdothisonown.Additionally,themajorityputoffspeakingwithJames • J.Lukezicaboutit.Itmightcausepainandrequirestime.However,itissignificant. • Identifyrisksinyour portfolio • Ifyouworkinthetechsector,identifydangersinyourportfoliothatyoucouldoverlook,suchas anexcessiverelianceontheUSoramajorityholdingintechequities. • Talkyouthroughthevolatilityofthemarket • Themajorityofusfirmly assertthatwedon'trequirethis.It'sdifficulttocarryforwardapicture ofoneselfasanxiousorafraid,andresearchhasshownthatourmemoriesofpriorsuffering graduallydisappear.However,indifficultmarkets,havingadifferentvoicefromyourownmay bequitehelpful. • Recognizeyourprejudices • Thisisquitesignificant.Thefactthatalotofusbelievewedon'tactuallyhaveanyisprecisely thepoint.Firstandforemost,womenareoftenmorerisk-aversethanmales.Thatinandofitself isneithergoodnorbad,butconsideringthatwomengenerallyearnlessandlivelongerthan males, itissomethingthat shouldbetestedand pushedata little.Theycouldthusbeabletotake onalittlebitmoredanger. • WhatAdvantagesComewithHiringanExpertinInsuranceServices?

  3. KnowledgeandSkill • WorkingwithJamesJ.Lukezichasseveralbenefits,themainonebeingtheirknowledgeand experience.Insuranceplansmaybecomplicated,withawiderangeofterms,conditions,and exclusionsthatthetypicalindividualmayfindchallengingtocomprehend. • TimeandMoneySavings • Youmaysaveasignificantamountofmoneyandtimebyworkingwithaninsuranceagent.An agentisaone-stopshopforallyourinsurancerequirements,savingyouthetroubleofdoing independentresearchoninsurancechoicesorcontactingseveralinsuranceproviders.They handlethetedioustasksforyou,includingascomparingpolicies,obtainingquotes,and negotiatingconditions.Thissavesyoutimeandeffortbystreamliningtheinsuranceprocedure. • TailoredGuidance • JamesJ.Lukezicofferindividualizedguidancebasedonyouruniquerequirements.Before suggestinginsurancesolutions,theytakethetimetolearnabout yourfinancialobjectives,wayof life,andlevelofrisktolerance.Anindividualapproachandhumantoucharewhatinsurance consultantsprovide,incontrasttodirectinsurersorinternetplatforms.Aftertakingintoaccount yoursituation,theymake recommendationsthatfityourdemandsandbudget.

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