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

Tariffs are not new. Recent history tells us this. Under both the Trump and Biden administrations, we saw their impact grow. In fact, the Biden administration not only maintained, but also expanded many of the tariffs introduced during Trump’s presidency. But here’s what’s interesting: U.S. companies have adapted. The pandemic accelerated changes in global supply chains, pushing many businesses to move operations closer to home—not just because of tariffs, but also to mitigate risks posed by global disruptions like COVID-19. As we look ahead, there’s still much to be decided. Tariffs could remain a key tool for negotiation, and market feedback will likely influence the direction policymakers take. While some things are a continuation of past strategies, the future of global trade is far from settled. What’s your take on how tariffs will impact businesses?

Welcome to Range, Giovanni Tiso, CFP®! After years of working at firms like CAPTRUST and The Colony Group, Gio is thrilled to continue his passion for making financial planning accessible to everyone. At Range, we use innovative technology and a holistic approach to help people take control of their future and achieve their goals with confidence. On a personal note, he shares a remarkable pandemic love story. After having to cancel their wedding twice, he and his wife ultimately tied the knot in their car outside city hall! Not the celebration they imagined, but a memory they'll cherish forever. Here’s to empowering others to build their own lasting stories—financially and beyond! 💪 #FinancialPlanning #Innovation #LifeAtRange

"So far we’ve received our tax optimization plan and advice on our insurance and estate documents. The tax strategy alone has been worth the price of membership." -Apryl & Imran This is why we’ve built Range—to simplify your complex financial life and help you unlock more value. Learn how we make it easy at range.com.

Even a "small" 1% AUM fee on your account can compound and cost you hundreds of thousands of dollars. Here's an example: 📊 Two hypothetical accounts → One with a 1% AUM fee → The other with 0% AUM fees Starting with $500,000 and assuming a 7% average annual return over 25 years, the account with a 1% fee would end up with $560,000 less than the fee-free account. That's your money—why give it away?

Please join us in welcoming Emily Herrup, CFP®, as the newest member of the Range team! Emily brings 7 years of extensive experience in wealth management, beginning her career at Fidelity and further honing her expertise at several RIAs. She has a proven track record of working with ultra-high-net-worth clients, delivering top-tier service and crafting strategies tailored to their unique needs and aspirations. Her dedication to excellence and client-focused approach align perfectly with the values we uphold at Range. Outside of the office, Emily enjoys exploring everything New York City has to offer with her husband and their dog, Theo. A true foodie at heart, she’s always on the hunt for hidden gem restaurants or experimenting with new recipes in her kitchen. She’s also an avid traveler, passionate about immersing herself in different cultures and experiences. When asked about joining Range, Emily shared, “I'm excited to be part of Range as we modernize the financial planning process using technology to help more individuals and families achieve their goals.” We’re so excited to have Emily on board. Welcome to the team!

Is the market too "expensive" right now? Let's break it down: Many investors focus on the "Magnificent Seven"—these massive, high-quality companies with soaring valuations. Why? Expectations for their future growth have climbed significantly, driving their valuations higher over the past year. On the flip side, when you look at the rest of the S&P 500, especially the equal-weighted index, valuations haven’t moved as much. There’s a mixed bag of performance across the board. So, is the market more expensive? Kind of. Since the "Mag Seven" now make up a bigger part of the index, their higher valuations are pushing the overall index higher. However, many are willing to pay more for these top-tier businesses—they're high-quality companies that deserve premium valuations. What do you think about market valuations in 2025? Watch the full interview with Taresh at the Range Learning Hub in the bio.

Tax Season is here! Is your household ready? Whether you’re doing it yourself or working with a professional, having the right documents in hand is key. Here's a quick checklist to help you stay organized: ✅ Personal Information → Last year’s tax returns (federal & state) → Social Security or tax ID numbers (for you, your spouse, and dependents) → Bank account details (for direct deposit or payments) → IRS identity protection PIN, if applicable ✅ Income Documents → W-2 forms (from employers) → 1099 forms (for contract work, investments, rental income, etc.) → Any other records of income received ✅ Deductions → Retirement contributions (IRA or self-employed plans) → Educational expenses (Forms 1098-T and 1098-E) → Medical bills (if they exceed 7.5% of your adjusted gross income) → Property taxes & mortgage interest (Form 1098) → Charitable donations (keep your receipts!) → State and local taxes ✅ Credits → Education credits (Form 1098-T required) → Child tax credit (up to $2,000 per child) → Retirement savings contributions credit ✅ Payments → Estimated tax payments made throughout the year 📌 Pro Tip: It’s always a good idea to review your prior-year tax returns. Many tax software providers can even upload them to save you time. 💡 Still unsure? Check out the full tax prep guide for high-income households at the link in the bio and the Range blog. #TaxPreparation #FinanceTips

If you received any non-employer income in 2024, today is the deadline for most 1099 forms to be sent out. Here are common scenarios where you may receive or need to issue a Form 1099: -Form 1099-NEC: If you earned $600 or more in non-employee compensation from a person or business that is not your employer, you should receive this form. -Form 1099-MISC: This form applies if you earned $600 or more in rent or royalty payments. -Form 1099-G: If you received a state or local tax refund in the previous year, expect to receive this form. If your business paid $600 or more to a freelancer, independent contractor, or other non-employee for services during the year, you are likely required to issue them a Form 1099-NEC. Make sure you’re prepared to review your forms and take the next steps for tax season. #TaxTips #1099Forms

Real estate investment properties are not just assets; they're tax-saving powerhouses! 💡 Here's how: 🔹 Depreciation: A hidden gem, depreciation lets you claim a portion of your property's value each year, offsetting your taxable income. For residential properties, this can extend over a generous 27.5 years. 🔹 Expense Deductions: From mortgage interest and property taxes to insurance and repairs, your everyday expenses are potential deductions waiting to be claimed. 🔹1031 Exchange: This magic number can make your capital gains tax disappear - simply by reinvesting the sale proceeds into a similar property. 🔹Section 199A Deduction: This allows certain businessowners, including real estateinvestors, to deduct up to 20% of their rental income, albeit subject to income limits. Learn more at the Range blog.