There is an interesting Forbes article by John Bogle in the November 17 issue. To summarize, Bogle determined that in a recent year, the “financial services” industry effectively took $620 billion off the top for a 7% fee on $9.5 trillion value of stocks, or 2% of a $30 trillion value of bonds, or 1.5%…
Read MoreWe are often approached by small businesses that are seeking capital in connection with strategic and operational advice. For anyone corresponding with us, or frankly for anyone starting to get a handle on an existing business, here’s a short due diligence request list. This list would also serve a new director well to become acquainted…
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