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 28211-3782 T: 704.741.4200
    Map and Directions Map and Directions
Reset All Filters
Filter
  • Category
    • Family & Lifestyle
  • Media
    • Article
December to deliver data, rate decision and more
11/26/2025
Raymond James Chief Investment Officer Larry Adam offers three things to keep an eye on in as we head into December.
Markets & Investing
The shareholders’ cut
What dividends communicate to the most important people in the conversation.
Markets & Investing
Read
Read
Investors have much to be thankful for in 2025
11/21/2025
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Snapshot of the fixed income landscape
11/17/2025
Drew O’Neil discusses fixed income market conditions and offers insight for bond investors.
Markets and Investing
Is AI enthusiasm creating a technology bubble?
11/14/2025
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Read
Rule 10b5-1 Plans: A portfolio diversification tool
Strategically sell company stock and achieve your personal wealth goals.
Markets & Investing
Watch Webinar
Webinar replay: Grateful for Growth: A Look at Consumers, Policy, & Markets
11/10/2025
Chief Investment Officer Larry Adam provides timely market and economic commentary and analysis.
Markets & Investing
Read
Expansionary & recessionary periods
11/10/2025
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets and Investing
Marking one year since the election of President Trump
11/7/2025
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Markets offer plenty to be thankful for heading into the holidays
11/5/2025
Raymond James Chief Investment Officer Larry Adam addresses the forces shaping the markets through year-end – and what to watch as we head into 2026.
Markets & Investing
Markets continue upward march in October
11/3/2025
From AI euphoria to the government shutdown, the markets remained strong amid mixed signals.
Markets & Investing

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

Form CRS
Disclosures