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    Helping our clients achieve their financial goals

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    Coordinating tax, investment, and estate planning




Welcome to McQueen, Ball & Associates

We are an independent, fee-only investment advisor providing financial planning and investment management services.  Our goal is to help individuals, families, small businesses, and institutions manage their complex financial needs.

MBA in the News


  • Chief Investment Officer Todd Fungard in Bloomberg:

           Insider Stock Buying Surges to 8-Year High 

  • Chief Investment Officer Todd Fungard in Bloomberg:

          Never Mind the VIX, Anxiety Is Everywhere in U.S. Stock Market

  • Chief Investment Officer Todd Fungard in Bloomberg: 

           Active Managers Are Acquitting Themselves Well Amid Stock Tumult

  • Chief Investment Officer Bill Schultz on 69 News

           'Changing of the guard' spooks investors

  • Associate Chief Investment Officer Todd Fungard on 69 News    ​

          Video Link to 69 News - Self-Help Saturday: Investment Tips          

  • Chief Investment Officer Bill Schultz's Quote Made it on Colbert Nation

          Video Link to Colbert Nation

Latest Blog Post

Latest Blog Post

2018 reminded investors how volatile markets can be with 64 of the 252 trading days resulting in a market movement (measured by the S&P 500) of greater than 1%.

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