Range

Range All-in-one wealth management and expert advisory service for high earners to leverage their wealth.

10/10/2026

Stocks move higher in two ways. Companies earn more, or investors pay more for each dollar they earn.

In 2026 those two forces have been in a tug of war. Earnings growth has been exceptional while the market’s valuation has come down. The net result is an S&P 500 up 14% and near all-time highs.

But it's widely expected that earnings will slow in 2027. The question is whether the pace of growth slows more than investors expect.

This environment comes with risks, but also opportunities.

Range CIO Taresh Batra broke down what we’re watching as we enter the final quarter of 2026, and how investors can approach a high-earnings environment.

10/02/2026

Want to build the future of financial planning, not just work inside it?

Matt Ragone, Financial Planner at Range, shares what a day looks like: member planning calls, product huddles, and a team that acts on your ideas fast. As an equity owner, he's invested in the outcome, and that changes how he shows up.

If you're a planner who wants more impact than a handful of client meetings a day, Range is hiring.

👉 Apply now at the link in bio

09/30/2026

A notary. An unfunded trust. A backdoor Roth. The money tasks that feel like homework. 📚

AI-native products shouldn't just answer your questions. They should actually do things for you. That's the idea behind Rai.

Take trusts: plenty of people set one up and then never fund it. What if your AI could handle that part?

🎙️ Fahad Hassan & David Cusatis on Okay Computer with Dan Nathan

What's the money task you keep putting off? 👇

09/29/2026

1% sounds small. On a $3M portfolio, that's $30,000 a year. 🍽️

For what? Two to four check-ins a year?

Range CEO Fahad Hassan sat down with Dan Nathan on Okay, Computer to talk about what the traditional advisor fee actually costs you.

09/25/2026

David asked Meta's AI what it knew about his Instagram algorithm. It said: startups, business… and raccoons. 🦝

So he asked it to change the algorithm, and it did.

No hack. The AI just went into Instagram's own settings and adjusted the topics for him, the same way you could on your phone. It simply did it for him.

That's the real shift with AI agents: give them the right tools and secure access to your apps, and they can handle the tasks you'd normally do yourself.

🎙️ Range co-founder & Chief AI Architect David Cusatis on Okay Computer with Dan Nathan

What would you want an AI agent to take off your plate first? 👇

09/23/2026

We've reached a big milestone as one of the fastest growing wealth advisors in the country: Range has surpassed $1 billion in assets under management.

This is a huge checkpoint, but just the beginning of our journey as we scale to serve millions of households across the country.

A huge thanks to our members, our team of incredible Rangers, our custodial partner Altruist, and our Investors.

We have more exciting announcements coming soon... Stay tuned.

09/15/2026

How much pain should a founder go through before they take someone else’s money?

That’s the question Fahad sits with in this clip. The hard years aren’t a rite of passage — they’re where a founder’s judgment gets built. Founders funded before they’ve been tested, in his view, are the ones who struggle to build something durable.

He points to how venture used to work: the capital arrived with real accountability attached, and the expectation was made plain. Whereas today is closer to “go have fun, let’s see what you can do.”

Should founders have to earn it first?

09/14/2026

Six months of war. Crude near $95 and diesel just set a record.

Brent is trading around $95 — roughly 30% above prewar levels, but still 24% below April's $126 peak. For a market that braced for catastrophe, crude has held up. Reserve releases, alternative export routes, and unusually weak Chinese demand did their job.

The crisis moved downstream.

Crude is only raw material. It has to pass through a refinery to become gasoline, diesel, and jet fuel — and refineries have become targets. Middle East output fell 27% last quarter. Ukrainian drone strikes have pushed Russian fuel production to a 24-year low. Just 4 commodity vessels transited the Strait of Hormuz on Wednesday, against a 10-day average of about 13.

The result: wholesale diesel is near $195 a barrel. More than twice the price of crude — a gap that has never been wider.

And it doesn't stay at the pump. U.S. airfares were up 25% year over year in July. Freight carriers are passing fuel surcharges into the goods they move. Heating oil is the next question as winter comes.

The Fed can look through a one-off spike in energy prices. A fuel shock that starts feeding into broader inflation is harder to ignore.

09/10/2026

There's a fee eating your portfolio that never shows up on a single statement.

Everyone checks their expense ratio. Almost nobody checks their tax drag — and over a lifetime, taxes can take a bigger bite out of your wealth than fees or a bad year in the market.

Every time you sell at a gain, collect a dividend, or earn interest, you may owe tax on it. How your portfolio is *set up* decides how much.

Three things planners actually look at:

→ Asset location — where your investments live, not just what you own. Things that throw off ordinary income (like corporate bonds) can belong in tax-deferred accounts; tax-efficient holdings (ETFs, munis, direct indexing) in taxable ones. Same portfolio, different tax bill.

→ Tax-loss harvesting — using a down investment to offset gains elsewhere and trim the overall bill, while staying invested.

→ Trade frequency — every impulse sale is a taxable event you volunteered for. Trade with intention, not reaction.

Your returns aren't fully in your control. Your tax efficiency is.

Because it's not what you earn that builds wealth — it's what you keep. Save this. 📌

09/09/2026

Retire before you claim Social Security? You may have just walked into one of the lowest tax brackets of your life.

Say you stop working at 57. No salary, Social Security hasn't started, and RMDs don't begin until 73 or 75 depending on your birth year. Your taxable income sits near the floor — while your pre-tax IRA keeps growing.

That gap is the window. Moving money from a pre-tax IRA into a Roth in those years can be taxed at a rate you may never see again — and qualified withdrawals later are generally tax-free.

How planners actually run it:

→ Convert enough to fill a bracket, not to hit a round number
→ Pay the tax from cash or a taxable account, not the IRA — or you shrink the very thing you're growing
→ Start years before you retire; the best version is multi-year, not one big conversion

Early retirement isn't just a spending phase. It's a planning window.

Save this if you're within 10 years of retiring.

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1775 Tysons Boulevard
McLean, VA
22102

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