Ways to Fund Special Needs Trusts

A look at the different options & strategies. If you have a child with special needs, a trust may be a financial priority. There are many crucial goods and services that Medicaid and Supplemental Security Income will not pay for, and a special needs trust may be...

Why Many Physicians Still Won’t Partner with Family Caregivers

I have seen that glazed look, that twitch of impatience. In my 23 years as a psychologist faculty member of a family medicine residency program, I’ve noted that young family physicians in training are polite but disinterested when I recommend they reach out to their...

Improving Science of Mental Health Care

Let’s take steps to improve the science of treating serious mental illness. Promoters of mental health programs and some in Congress are charging the administration with abandoning science because the Substance Abuse and Mental Health Services Administration (SAMHSA)...

The Race Car Optimization Fallacy

In my business, I am constantly approached by investment companies that want me to use their latest and greatest with my clients. More times than not, the latest and greatest is a fancy strategy with a fancy name that just sounds great: long/short, dynamic allocation,...

The Matrix

One of the seminal moments in the movie, THE MATRIX, is the scene where NEO leaves his computer generated reality and awakens within his pod. Emerging from his machine-induced slumber, his eyes absorb the mountain of humanity that exists all around him, each being...