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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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Download Our Free 2025 Tax Guide, Start Planning Now

Here is a handy tax guide for the 2025 tax year (not the 2024 tax filing due this year by April 15). …
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

Here is a handy tax guide for the 2024 tax year (not the 2023 tax filing due this year by April 15). …
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

You’ve been diligently monitoring your retirement accounts with your financial advisor to …
Read moreIt’s a New Year and a Good Idea to Check Your Beneficiary Designations
Get your copy of the South Bay Asset Strategies 2023 Tax Guide.

Download Our Free 2023 Tax Guide

Here is a handy tax guide for the 2023 tax year (not the 2022 tax filing due this year by April 18). …
Read moreDownload Our Free 2023 Tax Guide
Donor-Advised Funds involve intentional charitable giving

Are you a charitable giver? Here are 2 ways to be more intentional about it

The world today seems increasingly divided. Anyone watching or reading the news is likely to be …
Read moreAre you a charitable giver? Here are 2 ways to be more intentional about it
Despite 2022 having been a tough year for investors, there are bright spots ahead

Why the 2022 economic hangover was worse than expected

Most folks know a hangover is an unpleasant experience. The drinks go down easy, and it seems like a …
Read moreWhy the 2022 economic hangover was worse than expected

Change may be coming to the investment world

Over the past several years, I’ve talked both in the articles that appear on my website and in …
Read moreChange may be coming to the investment world
Jan and Rich's 41-foot ketch, Slip Away, en route to Samoa.

Slip away around the world – Part 2

The story of Jan and Rich Jan and Rich’s 41-foot ketch, Slip Away, en route to Samoa. We …
Read moreSlip away around the world – Part 2
The 41-foot ketch, Slip Away, anchored in 2010 at Fatu-Hiva, an island in the Marquesas.

Slip away around the world

The story of Jan and Rich — Part 1 The 41-foot ketch, Slip Away, anchored in 2010 at Fatu-Hiva, …
Read moreSlip away around the world
You did the right thing in 2020 by sticking to your investment plan.

The stock market recovery reminds us why we continue to stay the course

In February 2020, the stock market as measured by the S&P 500* entered a free fall that lasted …
Read moreThe stock market recovery reminds us why we continue to stay the course

4 year-end tax and estate planning ideas

It’s time to act before the new year. What a year it’s been! A crazy stock market. An …
Read more4 year-end tax and estate planning ideas
Larry and Roxane Bakerjian try out a Formula One race car.

Larry Bakerjian reflects on life, retirement and 40 years of investment planning

Larry and Roxane Bakerjian enjoy a 1972 Tyrrell 002, a Formula One car once driven by three-time …
Read moreLarry Bakerjian reflects on life, retirement and 40 years of investment planning

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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