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
    • Economy & Policy
    • Family & Lifestyle
    • Markets & Investing
    • Retirement & Longevity
    • Tax Planning
  • Topic
    • Economy
    • Fixed Income
    • Investment Strategy
  • Media
    • Article
    • Commentary
When borrowing can be a smart strategy
Borrowing can offer flexibility and align with long-term financial goals.
Markets & Investing
Your bond price changed … Did your bond?
9/14/2026
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets and Investing
Read
Read
The labor market’s new math
9/11/2026
Raymond James Chief Economist Eugenio J. Alemán discusses current economic conditions.
Economy & Policy
Expectations for monetary policy as Treasury yields reach multi-year highs
9/11/2026
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Grow your entrepreneurial portfolio
How to find a new business venture.
Business Ownership
Read
Planning for the life you want in retirement
Focus on goals, not just wealth.
Retirement & Longevity
Read
Unrealized losses
9/8/2026
Drew O’Neil discusses fixed income market conditions and offers insight for bond investors.
Markets and Investing
Read
Let's talk China, but don't be fooled by its propaganda machine
9/4/2026
Raymond James Chief Economist Eugenio J. Alemán discusses current economic conditions.
Economy & Policy
5 key forces shaping the market outlook after Labor Day
9/4/2026
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
The fragmented future of sports streaming
Live sports viewing has entered a new era of choice and complexity.
Family & Lifestyle
Maintaining income after retirement
How your retirement savings can continue working for you.
Retirement & Longevity

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