Blanke Schein Wealth Management

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Blanke Schein Wealth Management Blanke Schein Wealth Management, a Hightower Company, is the Coachella Valley's largest Independent Firm.

Hightower Palm Desert offers knowledgeable advice and service. COMPANY OVERVIEW

We have provided financial advice and wealth management services for more than 100 years combined. We have extensive experience assisting our high-net-worth clients with concentrated stock strategies, retirement and estate-planning issues, private money management, and alternative investments. Our clientele is comprised of affluent families, corporate executives, large non-profit organizations and successful business owners who value our comprehensive planning approach. OUR APPROACH

Our team concentrates on your financial, investment, and estate-planning needs by helping you develop strategies to manage your personal and/or business finances. We stress a disciplined, long-term approach to investing and emphasize financial planning to help you determine your financial needs and risk tolerance. OUR SERVICE COMMITMENT - THE ULTIMATE CLIENT EXPERIENCE

We provide quality service to our clients. Portfolio performance and client satisfaction are our primary objectives. To reach this goal, we will:

-Deliver 12 reviews of your portfolio’s performance during the year.

-Conduct at least 4 formal quarterly reviews.

-2 face-to-face portfolio reviews. CONTACT US

Call us at (760) 346-5150

Visit our website at:
http://www.blankescheinwealthmanagement.com

10/14/2026

CIO Robert Schein joined Nicole Petallides on Schwab Network’s The Watch List to preview the start of bank earnings season. Schein highlighted what he’ll be watching from Jamie Dimon and the major banks—consumer resilience amid higher rates and energy prices, expected strength in net interest margins and trading revenue, and the key role of investment banking/deal flow recovery looking into 2027. He also discussed the growing use of AI across bank operations and trading desks.

Watch the full segment: https://www.youtube.com/watch?v=F9IIccf6yPo

10/09/2026

Medicare Open Enrollment begins October 15. Is your plan still working for you? From October 15 to December 7, the choices you make can affect healthcare coverage, retirement income, and long-term care planning. Our team can help you align healthcare decisions with your retirement income and family goals. Call us for details, 760-346-5150

If you need specialized Medicare guidance, we can bring in trusted partners. We are here to guide you.

10/08/2026

Checking the video so the caption matches it.



Medicare Open Enrollment begins October 15. Is your plan still working for you?

From October 15 to December 7, the choices you make can affect healthcare coverage, retirement income, and long-term care planning.

Watch this overview, then let’s review how it applies to you or an eligible family member. https://youtu.be/qrYstOs4JUE

10/02/2026

CIO Robert Schein In The Media, Wall Street Journal

https://www.wsj.com/finance/stocks/the-underwhelming-jobs-data-that-sparked-a-stock-rally-a8f0b3a5

“We’re in a sweet spot,” said Robert Schein, chief investment officer at Blanke Schein Wealth Management. The labor-market reading “provides relief for [the Fed] to basically fine-tune monetary policy, instead of launching a sustained tightening campaign.”

On the other hand, Wall Street now has to grapple with the risk that slower job growth and the Fed’s previous rate increase could contribute to a more serious economic slowdown. Investors probably shouldn’t worry about a recession just yet, Schein said. But market gains for the remainder of 2026 could rest, in part, on maintaining the careful balance between cool-down and downturn.

“Right now, we’re in that Goldilocks environment, as long as the weakness doesn’t accelerate,” Schein said.

10/02/2026

CIO Robert Schein In The Media, Wall Street Journal


https://www.wsj.com/finance/stocks/the-underwhelming-jobs-data-that-sparked-a-stock-rally-a8f0b3a5

“We’re in a sweet spot,” said Robert Schein, chief investment officer at Blanke Schein Wealth Management. The labor-market reading “provides relief for [the Fed] to basically fine-tune monetary policy, instead of launching a sustained tightening campaign.”

On the other hand, Wall Street now has to grapple with the risk that slower job growth and the Fed’s previous rate increase could contribute to a more serious economic slowdown. Investors probably shouldn’t worry about a recession just yet, Schein said. But market gains for the remainder of 2026 could rest, in part, on maintaining the careful balance between cool-down and downturn.

“Right now, we’re in that Goldilocks environment, as long as the weakness doesn’t accelerate,” Schein said.

10/02/2026

CIO Robert Schein In The Media, Wall Street Journal https://www.wsj.com/finance/stocks/the-underwhelming-jobs-data-that-sparked-a-stock-rally-a8f0b3a5

“We’re in a sweet spot,” said Robert Schein, chief investment officer at Blanke Schein Wealth Management. The labor-market reading “provides relief for [the Fed] to basically fine-tune monetary policy, instead of launching a sustained tightening campaign.”



On the other hand, Wall Street now has to grapple with the risk that slower job growth and the Fed’s previous rate increase could contribute to a more serious economic slowdown. Investors probably shouldn’t worry about a recession just yet, Schein said. But market gains for the remainder of 2026 could rest, in part, on maintaining the careful balance between cool-down and downturn.

“Right now, we’re in that Goldilocks environment, as long as the weakness doesn’t accelerate,” Schein said.

10/01/2026

A prenup isn’t unromantic, it’s practical. It sets clear expectations around money, property, and debt before you say, “I do,” so both of you can move forward with fewer surprises and more confidence.

09/24/2026

Most people don’t like thinking about becoming unable to work. But according to the Social Security Administration, more than 1 in 4 of today’s 20-year-olds will become disabled and qualify for Social Security disability benefits before age 67. Disability insurance exists to help replace income if an illness or injury interrupts your ability to earn. Coverage can come from an employer plan, an individual policy, or programs like SSDI, and the details matter.

Swipe through for a clear breakdown of:

• What disability insurance actually covers

• Short-term vs. long-term

• Why employer coverage is often not enough for higher earners

• How to estimate how much protection you may need

If you want a second look at your current coverage or gaps, feel free to reach out. 760-346-5150

09/10/2026

Your 401(k) shouldn’t be a “set it and forget it” kind of deal. 💰

Life changes. Markets change. Your goals change. Your retirement strategy should evolve with them.

A regular 401(k) review can help make sure your investments, risk level, contributions, and long-term goals are still aligned.

Don’t wait until retirement to find out your strategy needed attention.

📞 Give us a call to discuss your 401(k) and your financial goals: 760-346-5150

09/03/2026

Wishing You and Your Family a Safe & Happy Labor Day Holiday!

In observance of the Labor Day holiday, our office will be closing early on Friday, September 4th, 2026, at 2:00 PM and will be closed, Monday, September 7th, 2026.

We will resume normal business hours on Tuesday, September 8th, 2026.

If you need assistance before the holiday, please contact us before
12:00 PM Friday, September 4th, 2026, to assist you in a timely manner.

Interesting Fact: The holiday stems from the late 19th century during the Industrial Revolution, when workers fought for basic rights like fair wages, safer conditions, and the 8-hour workday. The first unofficial Labor Day was held on September 5, 1882, in New York City with a massive workers’ parade.

We hope you enjoy the long weekend and take a little time to rest, recharge, and enjoy the final days of summer.

Address

73700 El Paseo
Palm Desert, CA
92260

Opening Hours

Monday 7:30am - 4pm
Tuesday 7:30am - 4pm
Wednesday 7:30am - 4pm
Thursday 7:30am - 4pm
Friday 7:30am - 4pm

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