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    4521 Sharon Rd Ste 375 Charlotte, NC 28211 T: +1.704.741.4200
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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
Key person insurance protects your business from a difficult loss
Key person insurance can protect revenues and bolster employee retention.
Business Ownership
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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
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
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
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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
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Protecting the prodigies: Tips to help the children in your life stay cyber-safe
Kids tend to master new tech with ease, but are they ready for the world these devices connect them to? Explore some tips for keeping them protected.
Technology & Innovation
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Pause, verify, protect: How to spot common scams
Scammers often pose as trusted organizations, businesses or loved ones, so familiarizing yourself with common tactics can help you respond with confidence.
Technology & Innovation
Imposter syndrome: How AI is changing the face of impersonation scams
With fraudsters now testing the limits of artificial intelligence, it can be difficult to trust your own eyes and ears. Here’s what to prepare for in a new world of scams
Technology & Innovation
September review: Bond market in focus as Treasury yields climb
10/1/2026
The bond market took center stage through September with inflation, oil supply chains and the Federal Reserve performing as an ensemble.
Markets & Investing
October 2026 Investment Strategy Quarterly
10/1/2026
Members of the Raymond James Investment Strategy Committee share their views on the markets, the economy and key themes that are impacting investors.
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

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