• There are no suggestions because the search field is empty.

Insights to Guide
Smarter Investment Decisions

Featured insights

Podcast : IDA Events

Boys & Girls Club of Carlsbad Annual Pickleball Fundraiser

IDA Wealth is proud to sponsor the 2026 annual Boys & Girls Club of Carlsbad Pickleball Tournament. Join us Saturday, May 9th!

Read more
Podcast : Financial Detox®

The Good, The Bad And The Ugly About Annuities

In this show Jason and Alex educate consumers on how to avoid the common pitfalls of annuities, and the uncommon reasons why one could be an effective...

Read more
Podcast : Financial Detox®

Planning For Small Business Owners

Jason and Alex invite special guest Scott Palka to the show, to help small business owners amidst the “new normal” of continuous change. They announce...

Read more
Podcast : Financial Detox®

Is It Time To Time The Market?

Welcome to Financial Detox, where host Jason Labrum and co-host Alex Klingensmith simplify the complex, share industry secrets and provide proven stra...

Read more
Podcast : Financial Detox®

Rating Systems And Target Rate Of Returns

Jason and Alex started off the show by welcoming Jim Pupillo, a Senior Wealth Adviser at IDA, who has a ton of industry experience, and specializes in...

Read more
Podcast : Financial Detox®

Qualified Opportunity Zone Fund (“QOZs”)

Jason starts the show with stating that, “if you’ve recently sold a business, have a stock position with a lot of long-term capital gains, or thinking...

Read more
Podcast : Financial Detox®

Charitable Giving And The Impact On The Financial Plan

Jason and Alex kick off the show sharing stories of family and staying safe around the holidays attempting to hold on to the traditions that we all ha...

Read more
Podcast : Financial Detox®

Thanksgiving And Rebalancing

This week’s show starts off with Jason and Alex sharing what they are thankful for and what IDA will be doing as a give back to the community. “Wreath...

Read more
Podcast : Financial Detox®

Bearing The Fruits Of Proper Wealth Management Through Travel With Estee Gubbay

Jason started the show by introducing a special guest Estee Gubbay, who is a luxury travel expert with Luxurist Travel. Thomas Ohanesian, a wealth adv...

Read more
What We Do
Who We Serve
Our Firm
Resources

Copyright 2026 | Intelligence Driven Advisers | All Rights Reserved

Privacy Policy | Cookie Policy | Disclosures | Terms of Use | IDA Form ADV Part 2 | IDA Client Relationship Summary

DISCLOSURE

Intelligence Driven Advisers, LLC, (IDA) is an SEC registered Investment Adviser; however such registration does not imply a certain level of skill or training. The information contained on this website is general in nature and should not be construed as personalized investment, tax, or legal advice. Intelligence Driven Advisers has not taken into account the investment objectives, financial situation or particular needs of any individual investor. Investments involve risk, including the possible loss of principal. Different types of investments carry varying levels of risk, and there can be no assurance that any strategy or investment will be profitable or suitable for a particular investor’s financial situation or risk tolerance. Asset allocation and diversification do not guarantee performance or protect against loss. Past performance is not indicative of future results. Information provided reflects Intelligence Driven Advisers’ views as of certain time periods, such views are subject to change at any point without notice.

Our firm provides links to third party articles in an effort to assist users in locating information on topics that might be of interest to them. Information presented has not been verified and is not guaranteed, nor can we attest to the accuracy of information provided. Linking to an article or web site does not constitute a representation of the services offered by our firm nor does it constitute an endorsement by Firm of the sponsors of the site or the products presented on the site. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.

Intelligence Driven Advisers is not responsible for the consequences of any decisions or actions taken as a result of information provided in this article and does not warrant or guarantee the accuracy or completeness of the information requested or displayed. External Links are not affiliated with Intelligence Driven Advisers, LLC. When following links, you will leave the Intelligence Driven Advisers, LLC website.

IDA Tax is an affiliate of IDA that is recommended to clients for tax services. The information presented here does not represent specific tax or legal advice, any tax or legal questions should be addressed with a tax and/or legal adviser.

Not FDIC insured, not bank guaranteed, may lose value, including loss of principal, not insured by any state or federal agency.