Castle Peak Financial

Call Directions Website Contact the business

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.

09/18/2026

The costs of a four-year college degree continue to rise, with an average of about $60K for private and $26k for public university. As student loan defaults topped 9 million in June, parents and students are looking at every option to make college more affordable. Bloomberg's Scarlet Fu went to the....

09/16/2026

Fed Chair Kevin Warsh used a landmark speech to signal the Fed’s determination to get inflation under control, and markets inferred a willingness to raise the Fed’s benchmark interest rate to do so.

09/05/2026

The 5-year rule that applies to Roth IRAs and Roth 401(k)s can sometimes be a source of confusion.

09/04/2026

Do higher yields make bonds more appealing than stocks? Probably not.

08/28/2026

Planning to never retire is a dangerous retirement plan. Even if you don’t want to retire, you may not be able to continue working through no choice of your own.

08/26/2026

Warren Buffett’s “lucky monkey” analogy warns that a long winning streak can reflect chance rather than repeatable investing skill. What are the lessons for investors here?

08/05/2026

Wealthy, older Americans are ripping up the traditional script for aging: “We’ll downsize when they plant me 6 feet into the ground.”

08/01/2026

You've taken care of your own retirement and then some. Now, what about your kids?

07/31/2026

Legislation enacted in 2025 made the tax advantages of founding and investing in certain types of small businesses even more generous.

07/29/2026

Why more millennials are buying businesses instead of starting them and how acquisition entrepreneurship is creating a faster path to ownership and wealth.

Address

1494 W Ustick Road #100
Meridian, ID
83646

Telephone

+12085197166

Website

Alerts

Be the first to know and let us send you an email when Castle Peak Financial posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Castle Peak Financial:

Shortcuts

Share

Category