Mark Melrose · USMC EOD, Ret.
How military strategy helps you outperform the market with less risk.
Tactical Investing for Your Strategic Plan. Eleven years a Marine. Nearly forty in the markets.
Marine
Ordnance Disposal
in the markets
Featured on the boards in Times Square.
The book is available in print and digital from three retailers.
The book
Tactical Investing for Your Strategic Plan
By combining strategic planning with tactical decision-making, readers will learn how to think more effectively about investing and navigating uncertainty.
You will read real-life stories of individuals who made costly investment mistakes so you do not have to. Drawing from more than 40 years of experience in the financial markets, I share lessons learned from market missteps, poor decisions, and missed opportunities.
You will discover how field commanders apply strategy and tactics under uncertain conditions, and how those same principles can be used to navigate financial markets.
What it covers
Strategy and tactics under uncertainty
How field commanders decide when the picture is incomplete, and why the same discipline holds in a moving market.
Reading a balance sheet
The financial statements every successful investor and portfolio manager knows how to analyze.
Modern Portfolio Theory
What the theory actually claims, where it holds, and where investors misapply it.
Technical analysis and risk management
Reading price behavior, and sizing risk before it is the market sizing it for you.
Portfolio construction
Building a portfolio that matches the plan you wrote, not the mood you are in.
The costly mistakes, told as stories
Real investors, real losses, and the emotional and practical pressure that produced them.
Why a Marine is telling you this
Trust the procedure, not the mood.
Marine and veteran financial advisor Mark Melrose teaches how to think like a military strategist in the world of investing. Drawing on more than 38 years of experience investing in every market and 11 years of Marine Corps service, including the elite unit Explosive Ordnance Disposal, he demonstrates how disciplined, mission-driven thinking provides an edge in volatile markets.
For him, finance has never been just a profession. It has been a calling rooted in service, resilience, and a desire to empower others to build the futures they want.
Think tactically. Plan strategically. Invest with purpose.
“I have known Mark for nearly fifty years as a fellow Marine and trusted friend. In this book, Mark delivers clear, practical investment strategies grounded in proven principles. A must-read for anyone seeking a solid foundation in investment strategy.”
Jim Perna, USMC Ret.
Mark Melrose Strategies and Tactics
Every week, Mark breaks down the economic events, market trends, geopolitical developments, and tactical investment opportunities shaping the financial landscape right now.
Free workbook
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A portion of the proceeds from each book sold helps support two veteran organizations that are very special to me: Veteran Bridge Home and Boulder Crest Foundation.