Amazon’s Freight Rivals Won’t Just Roll Over

Published on May 5, 2026

There’s no doubt that Amazon will begin to take market share now that it has declared that its third-party logistics business is here to stay. This move allays concerns among potential customers that Amazon’s offerings wouldn’t be permanent or would take a back seat to its own volume during periods of peak freight.

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Keeping Your Retirement Savings Clear of the Government’s Thumb

May 5, 2026
The rationale is that government should be neutral on asset classes. It should not put its thumb on the scale by favoring some investment types over others. Marcia S. Wagner, founder of The Wagner Law Group, framed this clearly in a presentation at the 2026 Financial Planning Association SHIFT Conference.

Rethinking Retention in the $34 Trillion Wealth Transfer

May 5, 2026
Women consistently report that the quality of their relationship with an advisor is their number one driver of satisfaction. They are not just looking for investment expertise. They are looking for partnership and a sense that their advisor understands what matters most to them.