Skip to content
Davis Investment PartnersDavis Investment Partners
  • 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, NC - M8S
    4521 Sharon Rd Ste 375 Charlotte, NC 28211 T: +1.704.741.4200
    Map and Directions Map and Directions
Reset All Filters
Filter
  • Category
    • Business Ownership
    • Tax Planning
  • Topic
    • Business Owners
  • Media
    • Article
Private credit is a growing retirement income strategy
Direct lending gives options to more risk-tolerant income investors
Retirement & Longevity
Cash balance plans: A gamechanger for high-income business owners
How you can boost retirement savings and slash your tax liability.
Business Ownership
Read
Watch Video
A look at the Federal Reserve’s shift away from forward guidance
8/24/2026
Raymond James Chief Economist Eugenio Alemán evaluates what the Federal Reserve's shift away from forward guidance means for markets and interest rates.
Economy & Policy
Tug-of-war: Who is setting interest rates?
8/24/2026
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets and Investing
Rising yields may create opportunity rather than signal a bond market crisis
8/21/2026
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Read
Takeaways from the Federal Open Market Committee minutes
8/21/2026
Raymond James Chief Economist Eugenio J. Alemán discusses current economic conditions.
Economy & Policy
View
Infographic: 7 strategies to strengthen your 401(k)
If you’re contributing to an employer-sponsored 401(k) plan, consider taking these steps to help maximize your retirement benefits.
Retirement & Longevity
Read
Things to consider for first-time homebuyers
Homeownership can seem daunting, but a financial checkup can set the right path.
Family & Lifestyle
Crafting a retirement that evolves with you
How high-net-worth individuals can make the most of retirement, from new ways of investing to preparing for the unexpected.
Retirement & Longevity
US equity leadership remains intact
8/14/2026
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
US equity leadership remains intact
8/14/2026
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing

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
Davis Investment PartnersDavis Investment Partners

Form CRS
Disclosures