• 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®

Interest Rates Are Up, What To Do Next?

Financial Detox presents new micro learning series today with an explanation of the Fed and raising of interest rates. Jason Labrum and Alex Klingensm...

Read more
Podcast : Financial Detox®

Investing 101- Asset Class Selection

This show launches show number one of the series. “Financial Detox Investing 101”. Jason shares a recent experience while traveling with some individu...

Read more
Podcast : Financial Detox®

Where Did The Year Go?

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®

Long Term Care With Scott Heinila

On this show Jason and Alex welcome special guest Scott Heinila, Regional Direction at Producer’s Choice Network. Scott joins the show as an insurance...

Read more
Podcast : Financial Detox®

Inflation Ahead? Stay Cool PLAN Ahead, With Special Guest Brad Holland

Jason and Alex begin the show by discussing a concern on many peoples’ minds amidst the pandemic: how will probable inflation from stimulus programs a...

Read more
Podcast : Financial Detox®

Navigate Uncharted Waters With Intelligence And Discipline

In this show Jason and Alex present what investors should do amidst all that is happening in the world, in these uncharted waters.They begin by sharin...

Read more
Podcast : Financial Detox®

The Financial Detox for Financial Advisers - Part 2

Jason and Alex pick up where they left off on last show with other financial advisers as their target audience. They begin by reminding listeners that...

Read more
Podcast : The IDA Blog

Why Just Ok Financial Advice is Not Good Enough-Financial Planning Specialist

Unethical financial advisers are far too common. And if they are ethical, many are doing just ok for the people they provide financial advice to. I am...

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.