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South Bay Asset Strategies Wealth Management

South Bay Asset Strategies Wealth Management

Open and honest financial planning

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Investing

Market Volatility: Why it’s increasing. Steps to Take.

Does it seem to you that the stock market has been especially volatile of late? Well, it has been, …
Read moreMarket Volatility: Why it’s increasing. Steps to Take.

Study shows growth comes best by staying invested

Over the years I’ve spent a lot of time looking at investment data. Which allocation strategies work …
Read moreStudy shows growth comes best by staying invested

My Opinion: Tax-exempt municipal bonds are attractive right now

Since late last year, I’ve had several clients ask about the viability of municipal bonds. In …
Read moreMy Opinion: Tax-exempt municipal bonds are attractive right now

Crisis time calls for making decisions based on logic

It’s amazing how fast a stock market crisis can arise. In mid-July 2011, everything seemed to be …
Read moreCrisis time calls for making decisions based on logic

3 kinds of investment risk you should note

When I was a boy we had a huge avocado tree in our backyard, and I liked climbing and swinging in …
Read more3 kinds of investment risk you should note

Why are the investment markets so volatile?

Most investors get a little nervous when asset values for stocks, bonds, mutual funds and other …
Read moreWhy are the investment markets so volatile?
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Latest Articles

Download Our Free 2025 Tax Guide, Start Planning Now

Read moreDownload Our Free 2025 Tax Guide, Start Planning Now
Get your copy of the South Bay Asset Strategies 2024 Tax Guide

Download Our Free 2024 Tax Guide, Start Planning Now

Read moreDownload Our Free 2024 Tax Guide, Start Planning Now
Make any necessary beneficiary updates for your loved ones.

It’s a New Year and a Good Idea to Check Your Beneficiary Designations

Read moreIt’s a New Year and a Good Idea to Check Your Beneficiary Designations
More Articles

South Bay Asset Strategies
2790 Skypark Drive, Suite 201
Torrance, CA 90505

310-534-5490
310-534-5838 fax

Available Account Logins

Albridge
American Funds
AssetMark
Franklin Funds
John Hancock
LPL Account View
Putnam
Prudential


About
Our Firm
Our Difference
Adam Hartrum
Larry Bakerjian
Bianca Hartrum

Services
Wealth Management
Investment Planning
Risk Management
Fees

Clients
Retirees
Near Retirees
Professionals
Privacy

Resources
Posts
2025 Tax Guide
2024 Tax Guide

Newsletter Sign Up


South Bay Asset Strategies wealth management and financial planning, Torrance, CA. CA Insurance Lic #0C57088. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, FL, HI, ID, IL, MO, NM, NV, OH, OR, PA, TX, VA, WA.

This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.

©2025 South Bay Asset Strategies. All rights reserved.

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