Overview
How to Build Portfolios That Actually Work is not a book about stock picks, market timing, or get rich quick strategies. It focuses on how portfolios should be structured, not which ticker to buy next. Most people with wealth, earned through business, careers, or real estate, are 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 markets and life decisions. In this book, Alexis Buchholz, Managing Partner at BFG Wealth Management, explains how to design portfolios that reflect real goals and real risks, without relying on speculation or shortcuts. You will learn how to: Structure portfolios in layers that balance growth, income, and liquidity Avoid common mistakes with taxes, accounts, and asset placement Integrate real estate, retirement assets, and private investments alongside 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 focuses on what works in practice, not just on paper. Whether you are an entrepreneur, high earner, or long term investor, you will walk away with clarity, confidence, and a repeatable framework for making your money work harder without chasing the next hot idea.
Full Product Details
Author: Alexis Buchholz
Publisher: Bfg Wealth Publishing
Imprint: Bfg Wealth Publishing
Dimensions:
Width: 15.20cm
, Height: 0.70cm
, Length: 22.90cm
Weight: 0.200kg
ISBN: 9798218775032
Pages: 104
Publication Date: 15 September 2025
Audience:
General/trade
,
General
Format: Paperback
Publisher's Status: Active
Availability: Available To Order
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Reviews
""A practical reference guide to personalized investment for a wealthy readership."" -Kirkus Reviews
Author Information
Alexis Buchholz is the founder and managing partner of BFG Wealth Management, an independent Registered Investment Advisor serving professionals, entrepreneurs, and families all with different financial lives. With over a decade of experience building custom portfolios that emphasize real-world goals, tax efficiency, and income reliability, Alexis helps clients turn abstract advice into actionable strategy.Known for his practical approach and ability to distill complexity into clarity, Alexis wrote this book to empower investors who want more than just a generic model portfolio. He lives in Texas with his wife and four sons and serves clients across the country.
