by Alexis Buchholz (Author)
How to Build Portfolios That Actually Work isn't about theory. It's about real strategies for real investors.
Most people with wealth, earned through business, careers, or real estate, get handed the same cookie-cutter advice: a 60/40 portfolio, index funds, and "time in the market." But real investors need more. They need income, tax efficiency, and flexibility that adapts to both the market and their life.
In this book, Alexis Buchholz, Managing Partner at BFG Wealth Management, breaks down how to design portfolios that reflect real goals and real risks.
You'll learn how to:
- Structure portfolios in layers that balance growth, income, and liquidity.
- Avoid the most common mistakes with taxes, accounts, and asset placement.
- Build strategies for real estate, retirement, and private investments alongside traditional stocks and bonds.
- Manage behavioral risk, the hidden factor that quietly destroys wealth.
- Apply practical, client-tested frameworks to your own financial plan.
Through case studies, real-world examples, and straightforward explanations, this book shows what actually works, not just on paper but in practice.
Whether you're an entrepreneur, high earner, or long-time investor, you'll walk away with clarity, confidence, and a framework for making your money work harder than you do.
Number of Pages: 104
Dimensions: 0.28 x 9 x 6 IN
Publication Date: September 15, 2025
