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  • Charlotte, NC - M8S
    4521 Sharon Rd Ste 375 Charlotte, NC 28211 T: +1.704.741.4200
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Give your Medicare coverage an annual checkup
With annual enrollment season upon us, ask yourself a few questions to make sure you're getting the most from Medicare.
Retirement & Longevity
A new industrial revolution?
10/14/2026
Raymond James Washington Policy Analyst Ed Mills examines the tool kit that is reshaping industries and driving the next wave of economic transformation.
Economy and Policy
Read
Read
Key person insurance protects your business from a difficult loss
Key person insurance can protect revenues and bolster employee retention.
Business Ownership
Tax-saving moves to consider before year end
Proactive investors can benefit from making strategic adjustments that can reduce next year’s tax bill.
Tax Planning
Yields are Soaring – Elevating Investor Opportunities
10/13/2026
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets and Investing
Read
Trade deficit: different strokes
10/9/2026
Raymond James Chief Economist Eugenio J. Alemán discusses current economic conditions.
Economy & Policy
Read
S&P 500 bull market: drivers, history and outlook
10/9/2026
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Read
Midterm elections: Potential political shifts and market volatility
10/8/2026
A look at potential political shifts and short-term market volatility drivers as the midterm elections approach.
Markets & Investing
Infographic: Seven cybersecurity tips for everyday protection
Cybercriminals are constantly evolving their tactics, but a few smart habits can go a long way toward protecting your personal information and staying one step ahead.
Technology & Innovation
Cautiously seeking connection: Tips to keep safe while cultivating community online
A few simple precautions can help keep you and your info better protected as you navigate friends, followers, connections and more online
Technology & Innovation
AI could mean big things for small businesses
If you’re considering the role AI could play in your small business, take a minute to explore the opportunities and potential obstacles.
Technology & Innovation

The future at your fingertips

  • Davis Investment Partners
  • Charlotte, NC - M8S: 4521 Sharon Rd Ste 375 Charlotte, NC 28211
  • T: +1.704.741.4200
  • Map & Directions
  • Map & Directions
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