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Chuck n Ann 2018-09-02T13:43:52+00:00

“Chuck n’ Ann on Finance” by IIE Financial

“Chuck n’ Ann on Finance” is a fast-paced financial show with Catholic hosts, Chuck and Annie Fulkerson. Each week they’ll cover what happened in the markets and why, pull some news headlines (always including some news-of-the-weird), drop some knowledge on well-known and lesser-known financial topics with a fresh perspective and entertaining explanations, deliver ways to plan for the future and be a good steward of the money in your account, and since they’re in Houston, TX shed some light on what’s going on in the oil industry. For a look at a topic that touches each and every one of us, check out the current financial world through a Catholic lens with Chuck and Annie Fulkerson.

What is IIE Financial?

IIE Financial is a uniquely Catholic Christian financial and investment advisor and wealth planner, who can serve individuals, businesses, trusts, endowments, qualified retirement plans, 401(k) and SIMPLE IRA plans, and more. We established and conduct every aspect of our business according to the wise and holy words of St. Thomas Aquinas in his definition of “love” – to will the good of another. The way we do that is by providing investment advice that is not the same as a typical investment advisor: No buy and hold. No mutual funds. No layering of fees.

We focus on a variety of low cost products that can help maximize returns when the markets are rising and preserve wealth in falling markets. IIE Financial is an independent firm, which means that we are not limited in our investment products. Instead, we focus on what is best for you and not what is best for a firm. We also have the ability to customize investments based on companies who meet USCCB standards.

Chuck has a passion for helping people achieve the life they choose to live, not just the one they have to. As the founder of IIE Financial, he uses his knowledge and 15+ years of experience to build active investment strategies that fit into the firm’s overall mission to help clients achieve long-term financial health and be good stewards of the money in their accounts. He was introduced to the financial markets early in his career by a group of friends and colleagues that were experienced in the industry and were making a positive difference in the lives of others. The desire to learn more about how markets work led to him to become an insurance specialist before finding his passion as a financial educator.

The financial industry’s traditional investment approach and lack of effective risk management led him to develop investment solutions that could reduce risk while providing the returns needed for clients to achieve the life they desired. Chuck began teaching for the world’s largest international trading and investing education academy, eventually becoming Director of both instructor and student development. During his time with the academy he personally taught over 10,000 students all over the world in many different capacities, including but not limited to short and long term trading and investing using asset classes such as stocks, options, futures, forex, etc. in both physical classrooms and online while also directing a team of 100+ global instructors.

During his time teaching classes about Stocks, Options, Futures, Forex, Real Estate, and Portfolio Management he discovered that many of the investors who came to learn were really just looking for a better solution to their problem. They were really looking for someone that would manage their assets in a way that would increase probability, decrease risk, and give them true diversification. Chuck founded IIE Financial with the mission statement “willing the good of another” and his unique investment systems because of those countless investors who were eager for a very crucial solution to a very common problem.

Chuck and Annie live in Houston TX with their two sons, and together they run IIE Financial, are also the hosts of the Salt and Light podcast (also found here on BreadBox and to learn more visit www.saltandlightonline.com), and are active members of St Martha Catholic Church with the Knights of Columbus and the ACTS community just to name a few.

Chuck and Annie can be reached online at www.iiefinancial.com, email chuck@iiefinancial.com or annie@iiefinancial.com, or call 832-953-4998.

Chuck n’ Ann on Finance – Episode 36

This week on Chuck n’ Ann on Finance: How might the tariffs affect your portfolio? How do the tariffs compare to the breadth and depth of the overall economy? Will they make a splash? We analyze and opine. *NEW* Video Series on “Faith and Finance” launched! How can we be faithful to the Gospel message when it comes to our finances? In these “byte”-sized videos, you’ll discover how all people are called to handle both capital and labor, whether you are a boss, an employee, rich, poor, prosperous, or not. Videos are posted here in our video section of our media page, on our other website “Salt and Light,” and on YouTube. Subscribe to our weekly newsletter here: http://bit.ly/2BytAE5 and check out Chuck’s daily market commentary on YouTube for an insight into how Chuck analyzes the markets: https://youtu.be/nJff2TIZvOg Visit us online at www.iiefinancial.com and call 832-953-4998 to discuss your investment plan with Chuck, a uniquely Catholic Christian financial advisor. #RerumNovarum

By | September 18th, 2018|Categories: Chuck and Ann on Finance, Uncategorized|0 Comments

Chuck n’ Ann on Finance – Episode 35

This week on Chuck n’ Ann on Finance: President Trump and New Tariffs Subscribe to our weekly newsletter here: http://bit.ly/2BytAE5 and check out Chuck’s daily market commentary on YouTube for an insight into how Chuck analyzes the markets: https://youtu.be/nJff2TIZvOg Visit us online at www.iiefinancial.com and call 832-953-4998 to discuss your investment plan with Chuck, a uniquely Catholic Christian financial advisor. #RerumNovarum Don’t forget to check out our other show on Breadbox Media- Salt and Light!

By | September 10th, 2018|Categories: Chuck and Ann on Finance, Uncategorized|0 Comments

Chuck n’ Ann on Finance – Episode 34

In this week’s episode, we recall the last week in the markets and dedicate this episode to a Countdown! Specifically, we count down the ten commandments of Investing. They’re great for investing, trading, and being a good steward of the money in our accounts but also echo the Divine Law for our own lives. How we order ourselves and our lives transfers into every aspect of our lives, including how we manage our finances. Subscribe to our weekly newsletter here: http://bit.ly/2BytAE5 and check out Chuck’s daily market commentary on YouTube for an insight into how Chuck analyzes the markets: https://youtu.be/nJff2TIZvOg *NEW* Video Series on “Faith and Finance” based on the papal encyclical “Rerum Novarum”! How can we be faithful to the Gospel message when it comes to our finances? In these “byte”-sized videos, you’ll discover how all people are called to handle both capital and labor, whether you are a boss, an employee, rich, poor, prosperous, or not. Watch here: http://bit.ly/SaltandLightYouTube Visit us online at www.iiefinancial.com and call 832-953-4998 to discuss your investment plan with Chuck, a uniquely Catholic Christian financial advisor. #RerumNovarum Don’t forget to check out our other show on Breadbox Media- Salt and Light!

By | September 4th, 2018|Categories: Chuck and Ann on Finance, Uncategorized|0 Comments

Chuck n’ Ann on Finance – Episode 33

This week on “Chuck n’ Ann on Finance” *Chuck’s surprise birthday celebration details *New Guiness Book record established for rubix cube solutions *Market analysis and what is driving the market higher may surprise you *What rubix cubes can tell us about our own portfolios and being good stewards of our blessings. What can we learn from the past in order to be a good steward of the money in our accounts? Subscribe to our weekly newsletter here: http://bit.ly/2BytAE5 and check out Chuck’s daily market commentary on YouTube for an insight into how Chuck analyzes the markets: https://youtu.be/nJff2TIZvOg Visit us online at www.iiefinancial.com and call 832-953-4998 to discuss your investment plan with Chuck, a uniquely Catholic Christian financial advisor. #RerumNovarum Don’t forget to check out our other show on Breadbox Media- Salt and Light!

By | August 27th, 2018|Categories: Chuck and Ann on Finance, Uncategorized|0 Comments

Chuck n’ Ann on Finance – Episode 32

This week on “Chuck n’ Ann on Finance”: In the wake of earnings, Chuck analyzes the market after Friday’s precipitous drop International currency crisis- we talk Turkey and Greece What the FAANG stocks can tell us about consumers and the future *NEW* Video Series on “Faith and Finance” launched last week! How can we be faithful to the Gospel message when it comes to our finances? In these “byte”-sized videos, you’ll discover how all people are called to handle both capital and labor, whether you are a boss, an employee, rich, poor, prosperous, or not. Videos are posted here in our video section of our media page, on our other website “Salt and Light,” and on YouTube. Subscribe to our weekly newsletter here: http://bit.ly/2BytAE5 and check out Chuck’s daily market commentary on YouTube for an insight into how Chuck analyzes the markets: https://youtu.be/nJff2TIZvOg Visit us online at www.iiefinancial.com and call 832-953-4998 to discuss your investment plan with Chuck, a uniquely Catholic Christian financial advisor. #RerumNovarum Don’t forget to check out our other show on Breadbox Media- Salt and Light!

By | August 13th, 2018|Categories: Chuck and Ann on Finance, Uncategorized|0 Comments