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Chuck n Ann 2018-05-29T23:04:08+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 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

Chuck n’ Ann on Finance – Episode 31

This week on “Chuck n’ Ann on Finance”: *Over working glamour muscles Kale… no one really likes it *Earnings, earnings, earnings! How do projections and actual earnings or other financial reports affect stocks or the overall market? It’s not all the same. Tune in for a unique perspective on “the numbers” and how it can affect your investments and retirement account. **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 6th, 2018|Categories: Chuck and Ann on Finance, Uncategorized|0 Comments

Chuck n’ Ann on Finance – Episode 30

This week on “Chuck n’ Ann on Finance”: *Major earnings last week especially from the FAANG stocks and what that can mean for your 401K and what other options may be *How earnings of a company manifest themselves in the movement of a stock *What the movement of a stock says about the level of trust consumers or users have in the company and what this movement means for investors’ portfolios. *How utilizing the current low tax rate can be advantageous for converting Traditional IRAs to Roth IRAs. 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 | July 30th, 2018|Categories: Chuck and Ann on Finance, Uncategorized|0 Comments

Chuck n’ Ann on Finance – Episode 29

This week on “Chuck n’ Ann on Finance”: *How does the stock market and the broader economy relate? *How can we use bonds as a predictive tool for economic health- recessions or depressions? *What are the major types of market moves, and how do average investors get swept up in the seeming roller-coaster market moves? *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! Support this Podcast and the Breadbox Media network with your Premium Membership and unlock your deals today. https://www.breadboxmedia.com/chuck-n-ann-on-finance.html

By | July 23rd, 2018|Categories: Chuck and Ann on Finance, Uncategorized|0 Comments

Chuck ‘N Ann on Finance – Episode 28

This week on Chuck n’ Ann on Finance: *News of the weird segment covers more news from “A Florida man” *Huge one day price drop in oil- what do the charts tell us and how can we read the movement of price on a stock chart? *If Annie were a transformer, her name would be _______ *Amazon Prime Day approaches, and retail competitors are looking to take advantage *(In the second half of the show)How can we use multi-generational interests to identify quality companies in which to invest? 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. Don’t forget to check out our other show on Breadbox Media- Salt and Light! Support this Podcast and the Breadbox Media network with your Premium Membership and unlock your deals today. https://www.breadboxmedia.com/chuck-n-ann-on-finance.html

By | July 16th, 2018|Categories: Chuck and Ann on Finance, Uncategorized|0 Comments