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By Jason Stipp and Jeremy Glaser | 06-13-2013 04:00 PM

The Friday Five

Five stats from the Conference and the stories behind them: 10 more years of financial repression, three retirement train wrecks, 7% more dividends on the S&P, and more.

Jason Stipp: I'm Jason Stipp for Morningstar, and welcome to The Friday Five. This week we're bringing you five stats from the 25th Anniversary Morningstar Investment Conference. Here, as always, with The Friday Five is Morningstar markets editor Jeremy Glaser.

Jeremy, thanks for joining me.

Jeremy Glaser: You're welcome, Jason.

Stipp: What do you have for the special Morningstar Conference Friday Five?

Glaser: We're going to look at the numbers 100, 53, 10, 3 and 7.

Stipp: 100 is the basis points of improvement you can get from "Gamma." This is the financial-planning improvement you can have on a portfolio by just getting some financial things right.

Glaser: We hear a lot about alpha, we hear a lot about beta, but Gamma is a new term that David Blanchett here at Morningstar along with some other of our colleagues have coined for the gains that you can get from making better decisions: from timing your withdrawals better, from making sure that you are in the correct accounts, better asset location.

We've talked about this a few times over the last couple of years now. But it's interesting to see this concept really starting to seep into the conversations across the conference. There is not a lot of talk of hot stock picks, or what are some areas of the market to really be focused on. There's been much more conversation about creating a holistic portfolio that's going to make sense for advisors' clients, and make sense for getting to that total return picture … how do you deal with things like very low interest rates, or with some of the other problems that investors face right now, such as uncertainty over growth in emerging markets.

So it's been interesting to see that idea taking hold of really taking that broader look, and making sure that you can control everything that you can and not worry so much about the things that you can't.

Stipp: 53 is age 53, and this is the year that you and I will be making the best financial decisions of our lives.

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