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  • Charlotte, NC - M8S
    4521 Sharon Rd Ste 375 Charlotte, NC 28211-3782 T: 704.741.4200
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Infographic: College-bound? A checklist to prepare students and parents
The last two years of high school are particularly important – for students and parents – when preparing for college.
Family & Lifestyle
Transitioning into adulthood
The financial and emotional investments parents make.
Family & Lifestyle
Read
Read
The new 'kids' on campus
Older adults reap the rewards of free education.
Family & Lifestyle
Write your story: Embrace your retirement identity
Rediscover yourself and the impact you can make in this new phase.
Retirement & Longevity
Things to consider for first-time homebuyers
Homeownership can seem daunting, but a financial checkup can set the right path.
Family & Lifestyle
Read
Generating revenue from unused land
Whether you own land already or intend to buy some in the future, here are some ways to make the most of your investment.
Markets & Investing
View
Infographic: College majors for bright futures and lucrative careers
Take a glimpse into the most popular industries among college students to offer insight into what might be the most attractive fields today.
Family & Lifestyle
Read
Comparing SBLs and student loans to cover tuition
You’ve likely heard of student loans and 529 plans to cover tuition costs. But there’s another innovative option worth considering.
Family & Lifestyle
Four ways to teach your kids about business

Set them up for professional – and personal – success. 

Business Ownership
Saving for K-12 education with a 529 plan
Learn about using 529 plans for more than just college savings.
Family & Lifestyle
The risk inverse: Why – despite what you might think – more money means more planning
You might assume that risk goes down as wealth goes up. Logically, having the means should mean less danger, more confidence, fewer worries. But risk likes to do the last thing you expect.
Family & Lifestyle

The future at your fingertips

  • Davis Investment Partners
  • Email: M8S@RaymondJames.com
  • Charlotte, NC - M8S: 4521 Sharon Rd Ste 375 Charlotte, NC 28211-3782
  • T: 704.741.4200
  • Map & Directions
  • Map & Directions
Davis Investment PartnersDavis Investment Partners

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