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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 19

In this week’s episode, Annie returns to the show after being under the weather for a few days. She and Chuck discuss: *the recent earnings season for major companies and how they’re moving the market or not *Buffet’s huge stock purchase of a company from whom millenials predominantly are migrating away *Elon Musk writes off pitiful earnings report and huge debt snubbing investors *global trade “wars” and negotiations and the “economic bed we’ve made for ourselves as Americans” *charity race for those who hate running begins with a pint of beer and offers coffee and donuts half-way through *market bases sidways over the last two months- Chuck and Annie analyze the price charts and provide insight for traders and investors alike Visit us online www.iiefinancial.com, and call us to discuss your investment plan at 832-953-4998. Subscribe to our weekly newsletter here: http://bit.ly/2BytAE5 Don’t forget to check out our other show on Breadbox Media- Salt and Light!

By | May 7th, 2018|Categories: Chuck and Ann on Finance, Uncategorized|0 Comments

Chuck ‘N Ann on Finance – Episode 18

Do the dollars you spend make the world a better or worse place? After following his work for many years and meeting him in person at the GK Chesterton Conference (click here for that episode), we had the great honor of interviewing Mr. Joseph Pearce on the Salt and Light podcast! In this episode we focus on Mr Pearce’s book “Small is Still Beautiful- Economics as if families mattered” and discuss current economics, both macro and micro, how individuals should treat and use money in both commerce and investing, and the impotance of the fmaily unit itself and what it has to do with society and the economy. A native of England, Joseph Pearce is Senior Editor at the Augustine Institute, Senior Fellow and Journal Editor at the Cardinal Newman Society, and Tolkien & Lewis Chair in Literary Studies at Holy Apostles College & Seminary. He is editor of the St. Austin Review(www.staustinreview.org), an international review of Catholic culture, series editor of the Ignatius Critical Editions (www.ignatiuscriticaleditions.com), executive director of Catholic Courses (www.catholiccourses.com), and senior contributor at the Imaginative Conservative. The internationally acclaimed author of many books, which include bestsellers such as The Quest for Shakespeare, Tolkien: Man and Myth, The Unmasking of Oscar Wilde, C. S. Lewis and The Catholic Church, Literary Converts, Wisdom and Innocence: A Life of G.K. Chesterton, Solzhenitsyn: A Soul in Exile and Old Thunder: A Life of Hilaire Belloc, Joseph Pearce is a world-recognized biographer of modern Christian literary figures. His books have been published and translated into Spanish, Portuguese, French, Dutch, Italian, Korean, Mandarin, Croatian and Polish. Pearce has hosted two 13-part television series about Shakespeare on EWTN, and has also written and presented documentaries on EWTN on the Catholicism of The Lord of the Rings and The Hobbit. He has participated and lectured at a wide variety of international and literary events at major colleges and universities in the U.S., Canada, Britain, Europe, Africa and South America. Visit us online www.iiefinancial.com to find out what makes us a uniquely Catholic Christian financial advisor, and call us to discuss your investment plan at 832-953-4998. Subscribe to our weekly newsletter here: http://bit.ly/2BytAE5 Don’t forget to check out our other show on Breadbox Media- Salt and Light!

By | May 1st, 2018|Categories: Chuck and Ann on Finance, Uncategorized|0 Comments

Chuck ‘N Ann on Finance – Episode 17

This week on Chuck n’ Ann on Finance: *3-year old wins first gymnastics meet, *local Orchestra wins over crowd with Disney compilation, *angry Badger dominates 500-year old Scottish castle, *price action this week in the markets led by bulls but gains were not to last, *price action in equities and their relationship to volume and the bond market and what that has to do with your portfolio, *FANG stocks to turn into ANG stocks- update on Facebook and the tech sector, *Wells Fargo gets slammed with $1billion dollar fine- tech sector analyzed, *sector rotation in bull and bear markets is discussed in light of Chuck’s article published in equities.com https://iiefinancial.com/2018/02/22/article016-understanding-sector-rotation-and-bull-market-cycles/ Visit us online www.iiefinancial.com to find out what makes us a uniquely Catholic Christian financial advisor, and call us to discuss your investment plan at 832-953-4998. Subscribe to our weekly newsletter here: http://bit.ly/2BytAE5 Don’t forget to check out our other show on Breadbox Media- Salt and Light!

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

Chuck ‘N Ann on Finance – Episode 16

This week on Chuck n’ Ann on Finance: *We celebrated our Goddaughter’s/ niece’s First Holy Communion this past weekend, but Chuck ended up as a human yo-yo thanks to Ann *Market update for the week plus Chuck’s assessment of price action, especially on Fridays, and for what investors and traders should be aware. *NYC Girl Scout troop accomplishes an extraordinary feat! *News this week on these companies could provide opportunities for investors- Chuck and Ann reveal what they are and discuss. Visit us online www.iiefinancial.com to find out what makes us a uniquely Catholic Christian financial advisor, and call us to discuss your investment plan at 832-953-4998. Subscribe to our weekly newsletter here: http://bit.ly/2BytAE5 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 | April 16th, 2018|Categories: Chuck and Ann on Finance, Uncategorized|0 Comments

Chuck ‘N Ann on Finance – Episode 15

We all hope you had a blessed Divine Mercy Sunday! We’re glad you’re joining us for another episode of Chuck n’ Ann on Finance. In this week’s episode: *Market reacts with violent swings up and down with every tweet from President Trump. *It’s baseball season, and Chuck relays some info on key trades from his favorite team to our current home team and their repercussions for the season! *Tariffs on China and the Fed’s rate hikes dominate the headlines. *In our “News of the weird,” find out how many tens of thousands of pounds of Mardi Gras beads (and other surprises) clog New Orleans sewers and bayous in just a five block area of the city. *What REALLY affects home value isn’t the bells and whistles in those upgrades and isn’t even primarily the brick and mortar that holds the house together; Chuck and Ann discuss. *Big names and mega-influencers on Wall St make sweeping claims about the state of the market; Chuck and Ann opine on these inflamatory statements and provide sound advice for smart investors. Visit us online www.iiefinancial.com to find out what makes us a uniquely Catholic Christian financial advisor, and call us to discuss your investment plan at 832-953-4998. Subscribe to our weekly newsletter here: http://bit.ly/2BytAE5 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/chucknannsupport.html

By | April 9th, 2018|Categories: Chuck and Ann on Finance, Uncategorized|0 Comments