Publications

The ideas and implications of Worldview Two and related financial planning topics have been the subject of my articles and presentations since 2005. Click on the [PDF] or [LINK] links to read more:

Worldview Two, Energy, and related topics

  • Oil Abundance? Not so fast. Drilling holes in the energy boom story. The ASPO-USA Update for 2014. July 14, 2014. [PDF]
  • The End of Growth: Planning Opportunities for a Resource-Constrained World. Presentation to Financial Planning Association Retreat, May 6, 2013. [PDF]
  • Looking back at Peak Oil: The coming crisis in energy supplies.  AdvisorPerspectives.com, April 23, 2013.  Review of “Fossil and Nuclear Fuels” report by Energy Watch Group.  [PDF]
  • Is fracking a “happy solution” to our energy needs?  AdvisorPerspectives.com, January 2, 2013. [PDF]
  • Investing in a resource-constrained world. AdvisorPerspectives.com, September 25, 2012. [PDF]
  • It all starts with energy: Planning implications for a world of resource constraints.  Presentation to the Central OK Chapter of the Financial Planning Association, June 11, 2012. [PDF]
  • Energy and the Wealth of Nations.  AdvisorPerspectives.com, June 5, 2012.  Review of book of that title by Charles Hall and Kent Klitgaard, on biophysical economics. [PDF]
  • The energy expert you shouldn’t trust.  AdvisorPerspectives.com, October 4, 2011.  Review of The Quest by Daniel Yergin. [PDF]
  • Black gold, Texas tea.  AdvisorPerspectives.com, November 2010. [PDF]
  • Humility, flexibility, and resilience.  Presentation to ASPO-USA National Conference, October 7, 2010. [PDF]
  • Redefining Peak Oil for the United States, ASPO-USA Peak Oil Review, February 9, 2009. [PDF]
  • Peak Oil and the current economic crisis.  Peak Oil Review, October 20, 2008. [PDF]
  • Peak Oil and long term asset allocation implications.  AdvisorPerspectives.com, June 2008. [PDF]
  • Inconvenient truths.  Financial Planning, May 2007.  Links Peak Oil and Global Climate Change, discusses financial planning options. [PDF]
  • The next energy crisis.  Financial planning, October 2005.  Cover story, introduces Peak oil problem to the financial planning community. [PDF]

 

Financial Planning and related topics

  • The Nazrudin Project – Bending the Profession Since 1995, from Advisor Perspectives, September 2015 [PDF]
  • The End of Growth: Planning Opportunities for a Resource-Constrained World. Presentation to Financial Planning Association Retreat, May 6, 2013. [PDF]
  • Enough Money!  Book published 2001 (Xlibris), presenting seven rules for prosperous living. [Amazon]
  • The Ditmas test. Financial Planning, September 2010.  Ditmas – “does it make sense?” – challenges basic assumptions planners make. [PDF]
  • Fat tails, Black Swans, and serial crises: Planning for a volatile world.  Journal of Financial Planning, March 2009. [PDF]
  • Good start, great start.  Inside Information, October 2004.  By Bob Veres, describes Richard Vodra’s process for opening client relationships. [PDF]
  • How much should beneficiaries know in advance?  Journal of Practical Estate Planning, Feb-March 1999.  With Roberta Lee-Driscoll, received Award of Merit from CFP Board of Standards. [PDF]
  • The fallacy of retirement.  Journal of Financial Planning, June 1996.  With Catherine Fyock. [PDF]

 

 

 

 

 

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