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    Helping our clients achieve their financial goals

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    Coordinating tax, investment, and estate planning

 

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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: 

           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

As the dust settles from the presidential election, tax reform becomes a major objective.  While uncertainty remains around the details, the results of the election seem to suggest a very real likelihood of significant tax reform in 2017.  

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