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

Senior Strategist Doug Drabik explains why an interim change in a bond's market price doesn't necessarily change its pur...
10/05/2026

Senior Strategist Doug Drabik explains why an interim change in a bond's market price doesn't necessarily change its purpose. A statement reflects what a bond is worth today; an individual bond portfolio is built around the income, cash flow and principal it is designed to deliver over time.

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September's relatively flat S&P 500 performance masked a growing dispersion beneath the surface. Meanwhile, the bond mar...
10/01/2026

September's relatively flat S&P 500 performance masked a growing dispersion beneath the surface. Meanwhile, the bond market took center stage. Get the details in the latest market recap:

raymondjames.com

Strategist Drew O'Neil examines the forces pushing Treasury yields higher and why today's elevated yields may present an...
09/28/2026

Strategist Drew O'Neil examines the forces pushing Treasury yields higher and why today's elevated yields may present an opportunity to lock in attractive income for longer.

raymondjames.com

Strategist Drew O'Neil explains that investors once had to take on more credit risk to meet their yield goals. Today's f...
09/21/2026

Strategist Drew O'Neil explains that investors once had to take on more credit risk to meet their yield goals. Today's fixed income market offers higher yields in higher-quality bonds.

raymondjames.com

Senior Strategist Doug Drabik explains why changes in a bond's market price don't necessarily change its underlying bene...
09/14/2026

Senior Strategist Doug Drabik explains why changes in a bond's market price don't necessarily change its underlying benefits, including predictable income, cash flow and return of principal at maturity, assuming the issuer meets its obligations.

raymondjames.com

Strategist Drew O'Neil explains that changes in a bond's market price don't change the benefits it provides. Whether the...
09/08/2026

Strategist Drew O'Neil explains that changes in a bond's market price don't change the benefits it provides. Whether the statement shows a gain or loss, the bond continues to provide the same cash flow and yield and will be redeemed on the same date and price.

raymondjames.com

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:

raymondjames.com

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.

raymondjames.com

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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