Resources

Tools for You

Professional resources and educational material at your fingertips.

Wealth Planning Tool

A comprehensive tool for financial planning that stores most of the information within an individual’s plan.

Explore

Calendly

Schedule a meeting with Van Diest Capital.

Schedule

Frequently Asked Questions

Answers to common questions about our services and process.

Learn More

401(k) & Employer Retirement Accounts

Quick link to your 401(k) and employer retirement account.

American Funds

Login for your American Funds retirement account.

Explore

401GO

Access your 401GO retirement plan.

Explore

T. Rowe Price

Sign in to your T. Rowe Price retirement account.

Explore

Insights

Explore our personally curated insights to stay informed and make confident financial decisions.

A Modern Approach Towards Index Investing

May 22, 2025
James Van Diest

Learn More

The US Economy: Pulse Check

March 5, 2025
James Van Diest

Learn More
A stunning view of a luxurious house nestled along the picturesque coastline, blending modern elegance with coastal charm.

Qualified Opportunity Funds

February 6, 2025
James Van Diest

Learn More
A guy performing a backflip off the end of a boat into the water.

What’s Changed in 2025?

January 20, 2025
James Van Diest

Learn More
An elderly couple sitting at a table, writing notes and planning together.

Rollover IRA Guide

December 12, 2024
James Van Diest

Learn More

The US Economy: In Review

November 18, 2024
James Van Diest

Learn More
A hand inserting a coin into a piggy bank, symbolizing saving money.

Equity Compensation Plan Fact Card

October 4, 2024
James Van Diest

Learn More

Self-Directed Brokerage 401K Fact Card

September 16, 2024
James Van Diest

Learn More

Please Note

The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website and assume total responsibility and risk for your use of the website you are linking to. We make no representation as to the completeness or accuracy of any information provided at those websites.
ConfirmCancel