Castle Peak Financial

06/03/2026

As AI agents master ex*****on, the real divide in the workplace is no longer between managers and employees — but between people who merely follow instructions and those who can navigate ambiguity, exercise judgment and own outcomes.

05/31/2026

Silicon Valley’s hottest startups are competing fiercely as big tech companies contend with fickle investors and hard choices.

05/27/2026

AI is making growth look better and the job market look worse.

05/20/2026

Value investing was defined more than 75 years ago, but it's still a fundamental concept to pursue investment goals.

05/13/2026

A divorced person may be eligible to collect Social Security benefits based on the former spouse's work record. The marriage must have lasted for at least 10 years before ending in divorce, and you must be unmarried and at least 62 years old.

05/08/2026

The Pension Protection Act of 2006 first allowed taxpayers age 70½ or older to make tax-free charitable donations directly from their IRAs. Technically, these taxpayers were allowed to exclude from gross income otherwise taxable distributions from their IRA ("qualified charitable distributions," or...

05/01/2026

Geopolitical tensions, airport disruptions, rising airfare costs, and long TSA lines have made traveling in 2026 more complicated. Some keys to a safe and successful trip are to stay informed, plan ahead, and remain flexible.

04/22/2026

The estate tax is a tax on property that is transferred to others upon your death.

04/18/2026