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Free Financial Advice? Just Say No

Practice saying 'Please pass the potatoes'

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Mingling at a dinner party several months ago, Steven Pomeranz, a financial planner in Boca Raton, Fla., found himself seated next to a corporate CFO who manages his own wealth. After learning that Pomeranz was an investment advisor, the executive started expounding about what he thought Pomeranz should do in the stock market -- then asked for advice about specific companies in his own portfolio.

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