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Nick Bertelli Financial Advisor

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Augusta, GA
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 site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smrja.htm
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11/02/2026

Senior Strategist Doug Drabik discusses that the measure of a successful swap is not simply a higher coupon or yield, but whether the transaction improves the portfolio in a way that justifies its costs and tradeoffs. Understanding what is gained, what is surrendered, and how the exchange supports the investor's objectives is what makes a swap successful.

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11/02/2026

AI, inflation, energy, geopolitics, interest rates and retreats to safety – October brought a relatively flat outcome considering the strong currents underneath. Find out more in our monthly market recap.

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10/26/2026

Strategist Drew O'Neil discusses that while yields were higher just a few weeks ago, there's no guarantee they'll return to those levels. Rather than trying to time the market, investors may benefit from focusing on today's opportunities and whether locking in current yields supports their long-term financial goals.

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10/19/2026

Doug Drabik write that today's interest rate environment offers an opportunity to secure meaningful income and cash flow without having to accurately forecast the next move in rates. Investors focused on principal preservation and predictable income may find greater value in aligning bond maturities and cash flows with their long-term financial objectives than in attempting to capture the exact peak in yields. Market conditions will change, but the contractual benefits of appropriately selected individual bonds can remain in place through maturity.

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10/14/2026

Senior Strategist Doug Drabik points out that rather than trying to predict where interest rates are headed, investors may benefit from focusing on what today's yields can provide: meaningful income and predictable cash flow aligned with long-term financial goals.

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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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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:

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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.

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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.

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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.

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Address

Augusta, GA
30901

Opening Hours

Monday	7am - 6pm
Tuesday	7am - 6pm
Wednesday	7am - 6pm
Thursday	7am - 6pm
Friday	7am - 6pm

Telephone

(706)8212640

Website

http://www.raymondjames.com/nickbertelli

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