Dunning Wealth Management

Home
United States
Caldwell, ID
Dunning Wealth Management

Call Directions Website

Crafting personalized financial plans that align with your unique goals Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC.

Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Dunning Wealth Management is not a registered broker/dealer and is independent of Raymond James Financial Services. Please follow this link to Important Disclosure Information: http://raymondjames.com/smicd.htm

11/03/2026

AI has quickly become part of the investing conversation, raising new questions about where it may already fit in your portfolio and where opportunities may lie ahead.

From public and private markets to the infrastructure powering AI, exposure can take many forms, including some you may already own.

If AI has you thinking differently about your investments, we're here to help you understand your exposure, evaluate the opportunities and risks, and consider how it fits within your broader strategy.

10/30/2026

For some people, one of the most uncomfortable parts of retirement is the thought of turning off the paycheck.

After decades of earning, saving, and investing, suddenly the question becomes: How do we turn what we've built into the life we planned for?

That transition can feel uncertain, even when you've prepared well.

10/29/2026

If you couldn't make important decisions tomorrow, would the people you love know what you wanted?

Who should step in? What happens to your assets? What medical decisions would you want made?

An estate plan helps answer those questions ahead of time and can make an already difficult situation easier for the people you care about.

Whether you're raising a family, building a business, or approaching retirement, it's a conversation worth having.

10/28/2026

Selling a business. Receiving an inheritance. A significant equity payout. Sometimes your financial life can change much faster than you expected.

And with that change can come pressure to make decisions quickly about investing, spending, giving, or what happens next.

Give yourself time to let the dust settle.

A little space can help you understand what's changed, consider the tax and planning implications, and think carefully about what you want this money to make possible.

When the time is right, that's a conversation we're here to help you navigate.

10/27/2026

Most of us know the basics: save consistently, avoid emotional decisions, think long term.

Then real life happens.

Markets fall. A friend shares an investment idea. Spending creeps up. Fear makes us want to act. Excitement makes an opportunity feel more urgent than it is.

That's where financial behavior becomes so important.

Knowledge can help you build a plan. Your habits, reactions, and decisions help determine how well you stick with it when circumstances change.

Sometimes the most valuable question isn't "What should I know?" but "How am I likely to respond when the decision gets difficult?"

10/26/2026

Five years can sound like a long runway. But some parts of leaving a business simply can't be rushed.

A future leader needs time to earn trust, not just receive a title. A management team needs opportunities to make decisions without the owner in the room. Client relationships may need to transition gradually. And the owner needs time to figure out what stepping away will actually look like.

Giving each of these pieces time to develop can make the eventual transition feel far more intentional and prepared.

If leaving the business is five years away, those five years may be some of the most important years in the plan.

10/25/2026

Have you ever thought through a financial decision so many times that you're no longer sure what you think?

You've run the scenarios. Read the articles. Talked it over at home. Maybe you've even made a decision, only to reconsider it the next morning.

We see this when the stakes feel especially high, like retirement, selling a business, helping family, or making a major purchase.

Sometimes you don't need more information. You need the space to sort through what you already know and determine what matters most.

That's where a thoughtful conversation can help.

10/24/2026

The new role looks great. The compensation is compelling. You're ready for what's next.

Before you say yes, take a close look at what happens when you leave your current employer.

For executives, unvested equity, deferred compensation, benefits, and other provisions can make the timing of a career move worth a closer look.

10/23/2026

There comes a point when you start thinking differently about what's valuable.

You've spent years building a career, supporting a family, saving for the future, and taking care of what needed your attention. Eventually, the question becomes: What do I want more time for?

Maybe it's family. Travel. Your business. Your health. Giving back. Or simply having more control over your days.

Financial planning should help you think beyond the numbers and consider how the life you've built can support the way you want to spend your time.

10/22/2026

A lot can change in a year. Medicare Open Enrollment gives you an opportunity to see whether your coverage should change with it.

Have your prescriptions changed? Your doctors? Your income? Are healthcare costs fitting into your retirement plan the way you expected?

Open Enrollment runs from October 15 through December 7, making this a good time to take another look and bring any questions into your next planning conversation.

We can help you consider how healthcare costs fit into your broader financial picture and coordinate with the appropriate Medicare professionals when needed.

Address

708 Main Street, Suite 202
Caldwell, ID
83605

Telephone

+12083019905

Website

https://www.raymondjames.com/dunningwm/

Alerts

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