You’ll meet three Real People who had one thing in common. They worked at and invested in the Enron Corporation.

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This is a Story About Investing

The Enron Investor Story is About

  • Greed and Generosity
  • A Story about Success and Failure
  • Winning and Losing
  • A Story About Fear and Pain
  • Purpose and Contentment

The Enron Investor Story is About Real Investors

You’ll meet three Real People who had one thing in common. They worked at and invested in the Enron Corporation.

Meet Joe, Bill and Andrea

  • Their Stories all start at Enron
  • The choices they made as investors and as real people
  • Their Mistakes
  • Their Motivations
  • Their Mindsets

I’m Jim Munchbach and I’ve been teaching Personal Finance at the Bauer College of Business at University of Houston for almost a decade.

Due to Covid-19, all instructors at the University of Houston were asked to take our courses online and On Demand.

Turns out, most students like the new format.

I’ve always wanted to make our course in Personal Finance available for people who may not be able to join us in the classroom.

So, Personal Finance is now available Online and On Demand.

Students tell me they really like the stories.

Over the years, I’ve told hundreds, maybe thousands, of stories.

All of the stories are based on real people and real experiences.

The names were changed to protect the innocent and the guilty.

We’re nearing the end of the semester and I wanted to spend a little extra time telling some of my favorite stories about investing.

This series of short stories is about 3 real investors who happened to be clients — and friends. There names have been changed and a few of the details have been edited for dramatic affect.

  • Every Story is About Money, Life, and Relationships
  • Stories to illustrate Investment Strategies
  • Stories to highlight important principles
  • Stories to help you make wise investment choices
  • This is a Series of Short Stories
  • About Joe, Bill, and Andrea – and their families
  • About the Enron Scandal
  • About How to Invest, and
  • About How to Not Invest

The Enron Investor Story is For Investors

4 Investment Strategies

Investment Strategies designed to help you maximize returns and minimize risk in your portfolio.

  • Diversification
  • Asset Allocation
  • Dollar-Cost-Averaging
  • Portfolio Rebalancing

The Enron Investor Story is About Investing

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The Enron Investor Story

Meet the Enron Investors

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IMPORTANT DISCLOSURE:

Investment Advice and Financial Planning are offered through BayRock Financial, L.L.C., a Registered Investment Advisor. BayRock does not provide tax or legal advice. The information presented here is not specific to any individual’s personal financial circumstances. To the extent that this material concerns tax matters or legal issues, it is not intended to be used, and cannot be used, by any investor or taxpayer for the purpose of avoiding penalties that may be imposed by law. Each investor should seek independent advice from a tax professional based on his or her individual circumstances. All content from MissionalMoney.com and SaltyAdvisors.com is provided for general information and educational purposes only. This content is based on publicly available information from sources believed to be reliable. Neither Missional Money nor BayRock Financial, L.L.C. can assure the accuracy or completeness of these materials and this information can change at any time and without notice. Use this material only as general guide to further discussion with your Certified Financial Planner™ professional and/or other Financial Advisor(s).

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