Long Wars, Long Contracts: Why Army Procurement Belongs in Your Portfolio - Part 10

10 

Final Summary and Call to Action

Over the course of this series, we have focused on the U.S. Army and its next generation of weapon systems—hypersonics, precision strike missiles, drones, smart munitions, electronic warfare, and layered defenses like Typhon. These are not short-term projects. They are long-term contract systems, designed to deliver capability to the battlefield for decades and steady revenue to the companies that build them.

But in order to put these systems into perspective, we had to broaden the discussion. We explored how modern conflict reaches into economic supply chains, infrastructure, medicine, and even the personal lives of retirees. That was intentional. National security is not separate from economic security. And economic security is not separate from personal financial resilience. They are all connected.

For you, the retiree or pre-retiree, the lesson is simple: these programs matter not just because they keep our nation safe, but because they shape markets, investment opportunities, and ultimately, your portfolio. The Military Procurement Portfolio is built on this truth—long-term ownership in companies tied to long-term national priorities.

That is why I invite you to join us for one of our Casual Cocktail Conversations. These are not stiff presentations, but relaxed, engaging events where we go deeper into these topics and show you how to apply them directly to your financial planning. You can see upcoming topics at truesdellwealth.com under the events section. Or you can call or text 352-612-1000. You will speak with a real Floridian, a real American—someone who will answer your call, not a robot, not a call center overseas.

So as we close this series, I want to leave you with a challenge. Take an honest look at who you are using as your investment and wealth advisor. Are they delivering this kind of analysis, this level of insight, this ability to connect national defense, economics, and personal finance into one coherent picture? If not, ask yourself why. And then ask whether it is time to consider working with someone who does.

Because in the end, the same principle applies to both warfare and wealth: clarity, resilience, and long-term strength win the day.


352-612-1000 or 212-433-2525 / Copyright 2025 2024 The Truesdell Companies