MPS LORIA Financial Planners LLC.

MPS LORIA Financial Planners LLC. Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from MPS LORIA Financial Planners LLC., Financial planner, 7500 S County Line Road, Burr Ridge, IL.

MPS LORIA is committed to helping families and business owners grow, manage & protect their wealth.

📈 Registered Investment Advisory Firm (RIA)
🔹 CEFEX Certified
🎓 Educational Content Only - Not Investment Advice
🔗: https://linktr.ee/mpsloria

When investors talk about “the market,” they’re often referring to the S&P 500, one of the most widely watched indicator...
09/02/2026

When investors talk about “the market,” they’re often referring to the S&P 500, one of the most widely watched indicators of the U.S. economy. The S&P 500 tracks the performance of 500 of the largest publicly traded companies across industries like technology, healthcare, energy, consumer goods, and more. Together, these companies represent roughly 80% of the total U.S. stock market value, making the index a powerful snapshot of overall market health.

Why it matters:
Instead of betting on a single stock, the S&P 500 reflects the collective strength of leading businesses, from long-standing giants to fast-growing innovators. It’s also a benchmark for many retirement funds and investment portfolios, meaning millions of Americans build wealth over time by following its growth.

Simply put: when you invest in the S&P 500, you’re not investing in one company, you’re investing in the heartbeat of the U.S. economy.

📌 Nothing on this advertisement is an offer or solicitation to buy or sell any security. Although the advertisement may include investment-related information, nothing in this material is a recommendation that you purchase, sell or hold any security or other investment, or that you pursue any investment style or strategy. Nothing in this report is intended to be, and you should not consider anything on the website to be, investment, accounting, tax or legal advice.

08/28/2026

🎓 Understanding College Affordability

Choosing a college isn’t just about getting accepted — it’s also about understanding what your family can realistically afford.

🔹 Look beyond the sticker price:
• Scholarships and grants
• Financial aid packages
• Student and parent loans
• Expected out-of-pocket costs
• Potential future earnings and loan payments

💡 Key takeaway: The most expensive school isn’t necessarily the best fit, and the lowest sticker price isn’t always the least expensive option. Comparing the true cost of attendance and understanding how it fits into the family’s overall financial picture can help prevent unnecessary financial strain later.

Planning ahead can also help parents support education goals without losing sight of their own retirement and long-term financial needs.

Follow MPS LORIA for more financial education, or contact us directly to speak with a licensed professional financial advisor.

📌 Nothing in this material is an offer or solicitation to buy or sell any security. Although this content may include financial-related information, nothing here is a recommendation that you purchase, sell, or hold any security or investment, or that you pursue any investment strategy. This information should not be considered investment, insurance, accounting, tax, or legal advice.

Meet Jenna, Administrative Associate at MPS LORIA.📌 Nothing on this advertisement is an offer or solicitation to buy or ...
08/26/2026

Meet Jenna, Administrative Associate at MPS LORIA.

📌 Nothing on this advertisement is an offer or solicitation to buy or sell any security. Although the advertisement may include investment-related information, nothing in this material is a recommendation that you purchase, sell or hold any security or other investment, or that you pursue any investment style or strategy. Nothing in this report is intended to be, and you should not consider anything on the website to be, investment, accounting, tax or legal advice.

08/15/2026

🌎🤖 Diversifying Your AI Exposure Globally

When people think about AI investing, they often think of a handful of large U.S. technology companies. But AI is a global ecosystem.

International investments may provide exposure to semiconductors, robotics, automation, manufacturing, data infrastructure, and other areas supporting AI development around the world.

💡 Why diversify globally?
Looking beyond the U.S. can help reduce concentration in a small group of companies while providing exposure to different regions and parts of the AI supply chain.

Diversification does not guarantee a profit or protect against loss. International investing also involves additional risks, including currency, political, economic, and regulatory risks.

Follow MPS LORIA for more financial education, or contact us directly to speak with a licensed professional financial advisor.

📌 Nothing in this material is an offer or solicitation to buy or sell any security. Although this content may include financial-related information, nothing here is a recommendation that you purchase, sell, or hold any security or investment, or that you pursue any investment strategy. This information should not be considered investment, insurance, accounting, tax, or legal advice.

Estate planning often gets pushed off because people assume it’s only relevant later in life or once they’ve accumulated...
08/13/2026

Estate planning often gets pushed off because people assume it’s only relevant later in life or once they’ve accumulated significant wealth, but that’s a misconception.

The reality is that estate planning is about control and clarity. It ensures that your wishes are followed regarding your assets, your dependents, and important financial or medical decisions if you’re unable to make them yourself.

And the truth is, you never really know what life can bring. That’s exactly why having things in order matters, so if something unexpected happens, everything is already clearly laid out and handled the way you intended.

📌 Nothing on this advertisement is an offer or solicitation to buy or sell any security. Although the advertisement may include investment-related information, nothing in this material is a recommendation that you purchase, sell or hold any security or other investment, or that you pursue any investment style or strategy. Nothing in this report is intended to be, and you should not consider anything on the website to be, investment, accounting, tax or legal advice.

08/07/2026

📊 What Is an Index Fund?

An index fund is an investment fund designed to track the performance of a specific market index, rather than trying to outperform it.

🔹 How index funds work:
• Hold a collection of investments that represents or tracks a particular index
• Can provide exposure to many companies or securities through a single investment
• Typically follow a passive investment strategy
• Often have lower expenses than actively managed funds

🔹 What to understand:
• Index funds still carry investment risk
• Different indexes provide exposure to different parts of the market
• Performance will generally rise and fall with the index being tracked
• Diversification can help manage risk, but it does not eliminate it

💡 Key takeaway: Index funds can provide a simple way to gain broad market exposure, but understanding what an index fund tracks, its costs, and the risks involved is important before investing.

For personalized guidance, consider speaking with a licensed financial professional. Follow MPS LORIA for more financial education, or contact us directly to speak with a licensed professional financial advisor.

📌 Nothing in this material is an offer or solicitation to buy or sell any security. Although this content may include financial-related information, nothing here is a recommendation that you purchase, sell, or hold any security or investment, or that you pursue any investment strategy. This information should not be considered investment, insurance, accounting, tax, or legal advice.

07/31/2026

👥 Have You Reviewed Your Account Beneficiaries Recently?

Naming beneficiaries is an important part of managing many financial accounts. Keeping this information current can help ensure your assets are distributed according to your wishes.

🔹 Accounts that may have beneficiaries include:
• Retirement accounts (such as IRAs and 401(k)s)
• Life insurance policies
• Annuities
• Health Savings Accounts (HSAs)
• Transfer on Death (TOD) and Payable on Death (POD) accounts, where available

🔹 When should you review your beneficiaries?
• After getting married or divorced
• After the birth or adoption of a child
• Following the death of a beneficiary
• When your estate plan changes
• As part of your regular financial review

🔹 Why it matters:
• Beneficiary designations may determine who receives certain assets.
• Outdated information may not reflect your current wishes.
• Regular reviews can help keep your financial plan aligned with your goals.

💡 Key takeaway: Reviewing your beneficiary designations periodically is a simple but important step in maintaining your overall financial plan.

For personalized guidance, consider speaking with a licensed financial professional. Follow MPS LORIA for more financial education, or contact us directly to speak with a licensed professional financial advisor.

📌 Nothing in this material is an offer or solicitation to buy or sell any security. Although this content may include financial-related information, nothing here is a recommendation that you purchase, sell, or hold any security or investment, or that you pursue any investment strategy. This information should not be considered investment, insurance, accounting, tax, or legal advice.

Fun fact: YouTube wasn’t supposed to be what it is today 🎥When YouTube launched in 2005, it was originally intended to b...
07/29/2026

Fun fact: YouTube wasn’t supposed to be what it is today 🎥

When YouTube launched in 2005, it was originally intended to be a dating site. The idea was for users to upload videos introducing themselves and explaining who they were looking to meet.

That concept never really took off, but people did start uploading all kinds of videos instead. The platform quickly shifted, and the rest is internet history.

A reminder that some of the biggest ideas evolve by accident, and paying attention to what actually works can change everything 💡

📌 Nothing on this advertisement is an offer or solicitation to buy or sell any security. Although the advertisement may include investment-related information, nothing in this material is a recommendation that you purchase, sell or hold any security or other investment, or that you pursue any investment style or strategy. Nothing in this report is intended to be, and you should not consider anything on the website to be, investment, accounting, tax or legal advice.

07/24/2026

🎬 Young Investor Mistakes — Episode 10: Not Understanding Your Risk Tolerance

One of the biggest investing mistakes isn’t taking too much risk—it’s taking the wrong amount of risk for your goals, timeline, and comfort level.

🔹 Risk isn’t one-size-fits-all:
• Your age is only one factor
• Your financial goals matter
• Your investment timeline matters
• Your emotional comfort during market volatility matters

🔹 Why understanding risk is important:
• Taking too much risk may lead to emotional decisions during market downturns
• Taking too little risk may make it harder to pursue long-term goals
• Your risk tolerance can change as your life and priorities evolve

💡 Key takeaway: Risk isn’t simply “high” or “low.” It’s about finding the level of risk that aligns with your personal financial situation, objectives, and ability to stay committed to your long-term plan.

For personalized guidance, consider speaking with a licensed financial professional. Follow MPS LORIA for more financial education, or contact us directly to speak with a licensed professional financial advisor.

📌 Nothing in this material is an offer or solicitation to buy or sell any security. Although this content may include financial-related information, nothing here is a recommendation that you purchase, sell, or hold any security or investment, or that you pursue any investment strategy. This information should not be considered investment, insurance, accounting, tax, or legal advice.

Meet Mike, Member and Senior Financial Advisor at MPS LORIA.📌 Nothing on this advertisement is an offer or solicitation ...
07/22/2026

Meet Mike, Member and Senior Financial Advisor at MPS LORIA.

📌 Nothing on this advertisement is an offer or solicitation to buy or sell any security. Although the advertisement may include investment-related information, nothing in this material is a recommendation that you purchase, sell or hold any security or other investment, or that you pursue any investment style or strategy. Nothing in this report is intended to be, and you should not consider anything on the website to be, investment, accounting, tax or legal advice.

Address

7500 S County Line Road
Burr Ridge, IL
60527

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 1:30pm

Telephone

+16308874404

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