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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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Wealth Management

How will a slowdown in the economy affect bond fund performance?

Bonds in a rising rate world

The Fed wants the economy to slow down a bit.​ In March, the Federal Reserve Board raised interest …
Read moreBonds in a rising rate world
Adam Hartrum and Larry Bakerjian have a passion for helping clients fulfill their financial dreams.

Exciting changes are here at Asset Strategies

Adam Hartrum and Larry Bakerjian have a passion for helping clients fulfill their financial …
Read moreExciting changes are here at Asset Strategies
8 year-end planning steps for 2016

8 planning steps to take before the year ends

Another year is coming to a close. So much has happened of late — England voted to “Brexit” the …
Read more8 planning steps to take before the year ends
Because the S&P 500 Index is concentrated of late, too much of its return is coming from too few of its stocks.

The S&P 500 is more concentrated than you think

If you make orange juice from frozen concentrate you can mix it too strongly. Add only a little …
Read moreThe S&P 500 is more concentrated than you think
The Panama Papers leak revealed names of people who had previously been anonymous owners of shell companies.

The Panama Papers and you

It was the topic this spring that everyone talked about — except for some lawyers and bankers who …
Read moreThe Panama Papers and you
S&P 500 Index Returns During and After Big Down Days

Keep calm and carry on

I wrote an article in 2013 entitled, “History’s investment lesson.” The article showed that in …
Read moreKeep calm and carry on
A broker-dealer keeps an eye on your goals and the advice you receive.

What does a broker-dealer do for you?

If you’re a client of mine, you’ve probably noticed the name Securities America associated with my …
Read moreWhat does a broker-dealer do for you?
Don't let Fed rate moves make you a chicken of the stock market.

Don’t be chicken of the Fed

Much has been written about when the Federal Reserve Open Market Committee will raise interest …
Read moreDon’t be chicken of the Fed
Setting smart financial goals can help you succeed.

Win at the slowest possible speed

It’s tempting to compare your investment performance with others. In doing so, you may find …
Read moreWin at the slowest possible speed
Follow 5 steps after the death of a spouse to begin the financial transition.

Handling the one life change you fear most

Likely, the biggest life-changing event you’ll ever face is the death of your spouse. In addition to …
Read moreHandling the one life change you fear most

Could a robot manage your wealth?

Imagine your investment accounts being supervised entirely by automation. Instead of meeting with a …
Read moreCould a robot manage your wealth?

Cost of college keeps rising

This failure is significant considering how fast college costs have been increasing of late. …
Read moreCost of college keeps rising

How to survive today’s collusive capitalism

Why is unethical behavior burgeoning on Wall Street lately? What happened to honest prosperity? Can …
Read moreHow to survive today’s collusive capitalism

The Importance of Retirement Plan Beneficiary Designations

Among the financial housekeeping items that are important to review periodically are the beneficiary …
Read moreThe Importance of Retirement Plan Beneficiary Designations

5 factors to consider when choosing a financial advisor

If you’re not already a client of LB Asset Strategies, Inc., and are considering using an …
Read more5 factors to consider when choosing a financial advisor
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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.

Check the background of this firm on FINRA’s BrokerCheck.