Nick Bertelli Financial Advisor

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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

August brought renewed volatility, shifting market trends and uncertainty in the bond market. Despite these pressures, t...
08/31/2026

August brought renewed volatility, shifting market trends and uncertainty in the bond market. Despite these pressures, the underlying backdrop reinforced that the US economy continues to expand. Get the details in the August market recap:

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Senior Strategist Doug Drabik points out that with current rates elevated, fixed income is providing the dual benefit of...
08/31/2026

Senior Strategist Doug Drabik points out that with current rates elevated, fixed income is providing the dual benefit of helping preserve capital and earn higher income.

raymondjames.com

Doug Drabik explains that rather than focusing on predicting the next Fed decision or government intervention, investors...
08/24/2026

Doug Drabik explains that rather than focusing on predicting the next Fed decision or government intervention, investors may be better served by recognizing what the market is already providing: historically attractive income opportunities across portions of the Treasury curve and an opportunity to lock in those rates before the next chapter of the tug of war begins.

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Doug Drabik reminds investors that we may never know the perfect moment to invest. But successful long-term planning rar...
08/10/2026

Doug Drabik reminds investors that we may never know the perfect moment to invest. But successful long-term planning rarely requires perfect timing. It requires recognizing when available opportunities align with a clearly defined financial objective.

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For investors with money to put to work, Strategist Drew O'Neil explains that the recent move to higher yields could be ...
08/03/2026

For investors with money to put to work, Strategist Drew O'Neil explains that the recent move to higher yields could be a good opportunity to take advantage of attractive income opportunities that have seldom been available over the past two decades.

raymondjames.com

Sector rotation helped the markets hold steady in July, with performance in sectors like health care, financials and ene...
08/03/2026

Sector rotation helped the markets hold steady in July, with performance in sectors like health care, financials and energy making up for a slowing tech sector. Get the details in the July market recap:

raymondjames.com

Senior Strategist Doug Drabik explains how extension swaps can help investors lock in attractive income, reduce reinvest...
07/27/2026

Senior Strategist Doug Drabik explains how extension swaps can help investors lock in attractive income, reduce reinvestment risk and tailor bond portfolios to long-term goals.

raymondjames.com

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.

raymondjames.com

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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