Nick Bertelli Financial Advisor

Nick Bertelli Financial Advisor “Successful planning begins with a conversation” Therefore, a response to a request for information may be delayed.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this

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Raymond James & Associates, Inc., Member New York Stock Exchange/SIPC

Senior Strategist Doug Drabik highlights that attractive bond yields continue to create compelling income opportunities,...
07/20/2026

Senior Strategist Doug Drabik highlights that attractive bond yields continue to create compelling income opportunities, even as inflation, federal borrowing, and a changing Federal Reserve increase market uncertainty. In this environment, high-quality fixed income can provide dependable income, diversification, and greater confidence amid ongoing volatility.

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Doug Drabik points out that when investor confidence rises, discipline becomes more important. In this elevated-rate env...
07/13/2026

Doug Drabik points out that when investor confidence rises, discipline becomes more important. In this elevated-rate environment, high-quality individual bonds may offer investors something that has been harder to find for much of the past decade: meaningful income, greater predictability, and a clearer path for keeping portfolio cash flow intact.

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Strategist Drew O'Neil highlights the year to date and that there are attractive options across the product and maturity...
07/06/2026

Strategist Drew O'Neil highlights the year to date and that there are attractive options across the product and maturity spectrum for fixed income investors to take advantage of.

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The road to peace with Iran continued to hold the attention of cautious investors last month, as the outlook for oil pri...
06/30/2026

The road to peace with Iran continued to hold the attention of cautious investors last month, as the outlook for oil price stability and its impact on global markets loomed over an otherwise strong economy. Get the details in the June market recap:

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Head of Fixed Income Solutions Nick Goetze reviews the emotional cycle of an investor and notes that once a custom bond ...
06/29/2026

Head of Fixed Income Solutions Nick Goetze reviews the emotional cycle of an investor and notes that once a custom bond strategy is implemented, it will perform regardless of what interest rates do going forward.

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Doug Drabik reviews the seriousness of the U.S. debt trajectory while also recognizing that higher-quality fixed income ...
06/22/2026

Doug Drabik reviews the seriousness of the U.S. debt trajectory while also recognizing that higher-quality fixed income now offers more compelling return potential than it has in many years.

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Drew O'Neil discusses what to expect with Kevin Warsh's arrival in the Federal Reserve along with his leadership style a...
06/15/2026

Drew O'Neil discusses what to expect with Kevin Warsh's arrival in the Federal Reserve along with his leadership style and influence around policy direction.

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Doug Drabik reviews current market conditions and states that the broader takeaway is straightforward: favorable markets...
06/08/2026

Doug Drabik reviews current market conditions and states that the broader takeaway is straightforward: favorable markets should be used as an opportunity to plan, not as a reason to relax discipline.

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Doug Drabik responds to frequent questions from investors who may place too much emphasis on short-term rate forecasting...
06/01/2026

Doug Drabik responds to frequent questions from investors who may place too much emphasis on short-term rate forecasting and not enough emphasis on the purpose of the fixed income allocation.

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Reaching an eight-week streak of positive growth, the S&P 500 was on a roll in May. Strong earnings in the tech sector h...
05/29/2026

Reaching an eight-week streak of positive growth, the S&P 500 was on a roll in May. Strong earnings in the tech sector helped lead the way as the market pushed ahead through inflationary pressures. Get the details in the May market recap:

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