Nick Bertelli Financial Advisor
“Successful planning begins with a conversation” Therefore, a response to a request for information may be delayed.
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:
June review: Markets remain resilient amid oil and inflation uncertainty raymondjames.com
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:
May review: Tech earnings drive markets despite macro uncertainty raymondjames.com
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.
Weekly Bond Market Commentary: May 18, 2026 raymondjames.com
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