Range

Exciting news from Range! We've raised $28 million in Series B funding led by Cathay Innovation, with Gradient Ventures and others joining in, bringing our total funding to $40 million. At Range, we're reimagining wealth management through a technology-first approach for a new generation of consumers. In just two years, we've attracted over 1,000 high-net-worth members and nearly $3 billion in assets under advisement. With this new capital, we're accelerating product development and scaling our engineering teams to enhance our platform. If this growth excites you, check out our open roles: https://buff.ly/3Ox7ysB. We're growing fast and looking for exceptional talent to join us. Read the full press release here: https://buff.ly/3Z3AOw1

Justin came to us with both W-2 income and his own S-Corp, facing complicated tax situations with multiple K-1s and increasingly complex financial decisions. Like many of our members, he had tried various specialized tools but found himself overwhelmed by the fragmented approach: "Before Range, thinking about the total addressable universe of financial planning felt very daunting. I didn't know where to start." What began as a search for tax optimization quickly evolved into a comprehensive wealth management partnership. His Range advisory team took the time to understand his complete financial picture, goals, and aspirations—an approach that surprised him. "The biggest light bulb moment was realizing I needed to stop thinking month-to-month and start thinking longer-term. Just like with physical health, it's about being proactive, not reactive." Now, Justin describes Range as "truly holistic financial planning—not just tax saving strategies or budgeting or setting up retirement accounts. It's the whole entire picture." Hear from more of our members at the link in the bio. #WealthManagement #FinancialPlanning #TaxOptimization #WealthTech #PersonalFinance

Welcome to the team Emily (Herrup) Darosa, CFP® !

Welcome Kevin O'Hanlon, CFP®, to the Range team as a Financial Planner! As a Certified Financial Planner™ professional with a wealth of experience at firms like Morgan Stanley and ETrade, Kevin is passionate about crafting financial plans that go beyond just numbers. His thoughtful and tailored strategies empower clients to take control of their financial futures with confidence. “I joined Range because I’m passionate about crafting financial plans that go beyond numbers—they’re about understanding the bigger picture and preparing for what’s ahead. My goal is to create thoughtful, tailored strategies that empower clients to confidently take control of their financial journeys and achieve the future they envision.” Outside of work, Kevin is a dedicated YouTube enthusiast, always staying curious and exploring the latest in tech, education, and entertainment. Welcome aboard, Kevin—we’re excited to have you on this journey with us!

Tax season isn't just a deadline—it's your annual opportunity to optimize your wealth. High-income earners often leave money on the table by not leveraging these critical strategies: 1. Strategic Deduction Maximization From home office setups to charitable contributions, the tax code offers numerous advantages for high earners. But timing and documentation are everything. 2. Tax-Advantaged Account Optimization Your HSA, 401(k), and backdoor Roth IRA aren't just savings vehicles—they're powerful tax shields when maximized correctly. Are you hitting your contribution limits? 3. Capital Gains Management Automated tax-loss harvesting isn't a year-end scramble—it's a year-round strategy that can significantly reduce your tax burden. 4. Quarterly Payment Precision Avoid costly penalties on your investment income, bonuses, and additional earnings by staying ahead of estimated tax payments. Mark these dates now. Don't wait until April 14th to start thinking about tax strategy. Head to the Range Learning Hub to learn more. #WealthManagement #TaxStrategy #FinancialPlanning #HighIncome #WealthBuilding

The "Magnificent Seven" tech giants have dominated recent market headlines. But here's the uncomfortable truth: Concentrating your wealth in just seven stocks—regardless of their recent performance—introduces significant portfolio risk that could jeopardize your long-term financial security. Historical precedent shows that market dominance is temporary. Remember when Intel and Cisco were considered unassailable market leaders in the late 1990s? While still operational, they haven't maintained their wealth-generating capacity over decades. Instead, research consistently demonstrates that diversification across sectors, asset classes, and geographies creates more resilient portfolios. The S&P 500 provides exposure to the Magnificent Seven while balancing allocation across healthcare, utilities, financials, and consumer goods—reducing volatility while maintaining growth potential. The most prudent approach? Include these technology leaders as part of a thoughtfully constructed portfolio that acknowledges their potential while limiting overexposure to any single company or sector. Remember: successful investing isn't about capturing every short-term opportunity—it's about creating a resilient strategy that withstands market shifts over decades. Learn more at the Range Learning Hub link in the bio.

Welcome to Range, Vasilios Rajendra, CFA, CFP®! Vasilios joins us as a Senior Investment Analyst. With nearly a decade of experience managing portfolios for private wealth management teams at Baird and Raymond James, along with time on the investment team at The Motley Fool, Vasilios brings a wealth of expertise to our mission. Here’s what he had to say about joining Range: “I joined Range because we’re revolutionizing wealth management by making high-quality financial advice accessible to everyone. The innovative tools we’re building are designed to empower millions to take control of their finances and achieve their goals with confidence. This is the future of financial freedom, and we’re proud to lead the way.” Outside of work, Vasilios is a passionate golfer and dedicated volunteer with The First Tee, helping young people develop life skills through the game. Welcome to the team, Vasilios! ⛳💼 #WelcomeToTheTeam #NewHire #WealthManagement

When President Trump appointed Scott Bessent as Treasury Secretary a few months ago, our VP of Investments, Taresh Batra, gave his thoughts on the move. We're now seeing Taresh's insights play out, especially with reciprocal tariffs. Trump recently ordered officials to draft tariff plans for countries taxing U.S. imports. Trump's team essentially delayed the reciprocal tariffs until April 1, likely suggesting a more measured approach to negotiations. These tariffs may be used more like sanctions to get the other countries to behave accordingly. We'll be back with Taresh next week to hear his latest insights on the market and economy. Stay tuned at the link in the bio.

January retail sales fell 0.9%, with declines in 9 of 13 categories. But before drawing conclusions, context matters: • Severe winter weather and LA wildfires likely reduced brick-and-mortar shopping • December's holiday spending was revised upward from 0.4% to 0.7% • Consumer debt delinquencies hit 3.6% in Q4, the highest since 2020 What this means for the broader economy: 1. Consumer sentiment is declining alongside spending, suggesting households may be rebalancing after the holiday season 2. Watch delinquency rates carefully - they're an early indicator of consumer financial health even amidst overall economic growth 3. Retail data should be viewed alongside CPI (up 0.4%) and employment strength for a complete picture At Range, we're helping clients navigate this complexity with data-driven insights that go beyond headlines. Markets require context, not reactions. What signals are you watching in today's economic environment? #WealthManagement #MarketInsights #EconomicTrends #FinancialPlanning

Trump's team made some calculated moves this past week on trade policy. Here’s what happened: Reciprocal tariffs: Trump ordered officials to draft plans for tariffs on countries taxing U.S. imports. A report is due April 1, the same day advisors review potential tariffs on China and other trade partners. Aluminum & steel tariffs: The U.S. raised aluminum tariffs from 10% to 25%, removing most exemptions. Steel tariffs remain at 25%. Global response: While Japan and India have started talks with the U.S., the EU voiced concerns about the negative impact on trade. What does it mean? So far, the impact on GDP is minimal (steel and aluminum make up less than 2% of imports), but industries like automotive and construction could feel profit pressures if they can’t pass on higher costs to consumers. Trump’s decision to delay reciprocal tariffs likely suggests a more measured approach, but this strategy could hint at bigger trade policy changes down the line. Stay tuned—this could reshape global trade dynamics.