Tactical Investing for Your Strategic Plan

How military strategy and real-world experience can help you outperform the market with less risk.

40Years in the
markets

6Subject areas
covered

2Veteran charities
supported

Something for everyone who wants to understand the markets

Tactical Investing for Your Strategic Plan has something for everyone who wants to better understand the economy, financial markets, and the events that influence investment opportunities.

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. These stories provide valuable insights into the emotional and practical challenges investors face, and the consequences of acting without a clear plan.

For investors who want to learn how to invest successfully, the book provides insights drawn from both military strategy and decades of investment experience. 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

SEC 01

Strategy and tactics under uncertainty

How field commanders decide when the picture is incomplete, and why the same discipline holds in a moving market.

SEC 02

Reading a balance sheet

The financial statements every successful investor and portfolio manager knows how to analyze.

SEC 03

Modern Portfolio Theory

What the theory actually claims, where it holds, and where investors misapply it.

SEC 04

Technical analysis and risk management

Reading price behavior, and sizing risk before it is the market sizing it for you.

SEC 05

Portfolio construction

Building a portfolio that matches the plan you wrote, not the mood you are in.

SEC 06

The costly mistakes, told as stories

Real investors, real losses, and the emotional and practical pressure that produced them.

“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.

Order the book

Available in print and digital. A portion of the proceeds from each book sold helps support Veteran Bridge Home and Boulder Crest Foundation.

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