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

site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smrja.htm
Raymond James & Associates, Inc., Member New York Stock Exchange/SIPC

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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Doug Drabik discusses the opportunity to build portfolios with income levels that were unavailable for many years, while...
05/18/2026

Doug Drabik discusses the opportunity to build portfolios with income levels that were unavailable for many years, while matching maturities and risk exposure to each investor's actual objectives.

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Head of Fixed Income Solutions Nick Goetze discusses that investing success isn't just about markets - it's about master...
05/11/2026

Head of Fixed Income Solutions Nick Goetze discusses that investing success isn't just about markets - it's about mastering emotions, avoiding behavioral mistakes, and building a portfolio that gives confidence and stability through every market cycle.

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Strategist Drew O'Neil outlines the key considerations and decision points involved in building a customized portfolio o...
05/04/2026

Strategist Drew O'Neil outlines the key considerations and decision points involved in building a customized portfolio of individual bonds.

raymondjames.com

As the conflict in the Middle East continues, consumers and labor markets have remained resilient, while corporate earni...
05/01/2026

As the conflict in the Middle East continues, consumers and labor markets have remained resilient, while corporate earnings are expected to grow. Learn more in the April market recap:

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Drew O'Neil summarizes Kevin Warsh's remarks to the Senate Banking Committee last week, and provides a few takeaways int...
04/27/2026

Drew O'Neil summarizes Kevin Warsh's remarks to the Senate Banking Committee last week, and provides a few takeaways into his views and how he may steer the Fed going forward.

raymondjames.com

Senior Strategist Doug Drabik explains that fixed income remains less about chasing a big duration call and more about h...
04/20/2026

Senior Strategist Doug Drabik explains that fixed income remains less about chasing a big duration call and more about harvesting income while staying disciplined about quality, maturity, and the possibility that the next big move in rates still depends on which side of the inflation-versus-growth debate finally gives way.

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When in a historically high-interest-rate environment, Senior Strategist Doug Drabik explains that it can be advantageou...
04/13/2026

When in a historically high-interest-rate environment, Senior Strategist Doug Drabik explains that it can be advantageous for an investor to lock in for as long as their risk profile and overall goals permit.

raymondjames.com

Doug Drabik discusses that the US–Iran conflict has driven up oil prices, increased inflation pressures, and pushed Trea...
04/06/2026

Doug Drabik discusses that the US–Iran conflict has driven up oil prices, increased inflation pressures, and pushed Treasury yields higher, creating both economic challenges and improved income opportunities for bond investors.

raymondjames.com

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