S3:E8 Custom Indexing: The Personalized Portfolio Most Investors Haven’t Heard about

Most investors know they can buy an index fund. Far fewer know that technology now allows some investors to effectively own the underlying stocks of an index and customize it to their personal goals. 

©2026 Jason Hallmark Wealth Planning. All rights reserved.

Hosted by Jason Hallmark

For more information, go to:

http://www.HallmarkWealthPlanning.com