Skip to content
Davis Investment Partners LogoDavis Investment Partners Logo
  • Home
  • About Us
    • About Us
    • Jim Davis
    • Vic Davis
    • Gracie Kattenhorn
    • Olivia Green
    • Our Investment Philosophy
    • About Raymond James
  • Who We Serve
    • Who We Serve
    • Business Owners
    • Families and Individuals
    • Retirees
    • Sudden Wealth
  • How We Serve
    • How We Serve
    • Our Process
    • Education Planning
    • Financial Planning
    • Fixed Income Services
    • Investment Strategies
    • Retirement Planning
  • Resources
    • Resources
    • WorthWhile
  • Contact Us
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • Charlotte-3KN
    4521 Sharon Road Ste 375 Charlotte, NC 28211 T: 704.741.4200
    Map and Directions Map and Directions
Reset All Filters
Filter
  • Category
    • Business Ownership
    • Family & Lifestyle
    • Retirement & Longevity
  • Media
    • Article
Start the conversation about quiet quitting
Why the quiet quitting narrative is an opportunity to reexamine your employees' engagement.
Business Ownership
SECURE Act 2.0 allows rollovers of 529 funds to Roth IRA
Effective in 2024, beneficiaries of 529 college savings accounts may transfer unused funds directly to a Roth IRA.
Family & Lifestyle
Read

The future at your fingertips

Davis Investment Partners LogoDavis Investment Partners Logo
  • Davis Investment Partners
  • Charlotte-3KN: 4521 Sharon Road Ste 375 Charlotte, NC 28211
  • T: 704.741.4200
  • Map & Directions
  • Map & Directions

Form CRS
Disclosures