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Portfolio Allocation

Risk Tolerance vs. Risk Capacity: What’s the Difference?

July 21, 2026 by Bautis Financial

You may be comfortable taking investment risk — but does your financial situation support it? Risk tolerance and risk capacity are two different concepts, and understanding both is key to building a long-term investment strategy.

Read moreRisk Tolerance vs. Risk Capacity: What’s the Difference?
Balance

How Portfolio Rebalancing Helps Manage Investment Risk

June 24, 2026 by Bautis Financial

Successful investing isn't just about choosing the right investments — it's also about maintaining the right balance. Portfolio rebalancing helps investors avoid taking on more risk than intended while staying focused on their long-term objectives.

Read moreHow Portfolio Rebalancing Helps Manage Investment Risk

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Bautis Financial
8 Hillside Ave
Suite LL1,
Montclair, NJ 07042
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862-205-5800

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  • Schedule a Call
  • Podcasts
    • Agent of Wealth
    • Clear a Path
  • About
    • Our Approach
    • Our Team
    • Our Difference
  • Who We Work With
    • Individuals and Families
    • Small Business Owners
    • Retirees and Pre-Retirees
    • 401k Plan Sponsors
  • Insights
    • Blog
    • Business Valuation Advisor
    • College Planning Hub
    • Discover How
    • Learning Center
    • Risk Score
  • Client Access
    • Wealth Center
    • Orion

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