Castle Peak Financial

Castle Peak Financial Our mission is to help you simplify, organize, and strategically plan your financial life. Member FINRA/SIPC. finra.org sipc.org.

Securities and Advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of

the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

07/12/2026

For all that’s good about our financial lives, there are distinctly American things that are decidedly suboptimal. Please, can the 1040 fit on a postcard?

07/11/2026

Business Insider used Bureau of Labor Statistics data to rank the pay of non-healthcare jobs. Airline pilots, copilots, and flight engineers ranked No. 1. Many of the jobs on the list were managerial roles.

07/10/2026

Why cheap stocks are not always value investments—and how catalysts, management incentives, and capital allocation separate opportunity from a value trap.

07/08/2026

A charitable lead trust is a trust with both charitable and noncharitable beneficiaries. It is called a lead trust because the charity is entitled to the lead (or first) interest in the trust property, and the noncharitable beneficiary receives the remainder (or second-in-line) interest. The operati...

07/01/2026

The stock market is starting to expand again after years of shrinking — and potentially at a scale not seen since the dot-com era.

06/28/2026

In a world where AI is commoditizing ex*****on, the way a team behaves on its worst day is quietly setting recruiting costs, pricing power and partnership leverage long before any of it shows up in a spreadsheet.

06/27/2026

Interest rates on federal student loans will increase slightly for the 2026–2027 school year.

06/20/2026

Retiring at 62 instead of 67 doesn’t just mean leaving work earlier—it can mean lower Social Security, greater long-term financial risk, and even a steeper cognitive cost. Here's the breakdown of what it could cost your retirement over time.

06/19/2026

How do your emergency savings stack up? Discover the median emergency savings by age in 2026, analyze structural saving gaps, and see if you are prepared.

06/17/2026

The Wall Street Journal asked a group of economists and personal finance authors about financially supporting adult children—including their own.

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1494 W Ustick Road #100
Meridian, ID
83646

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