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Bill Coleman

Managing Director and Co-Chief Investment Officer, Live Oak Private Wealth
BIO

As a Managing Director and Co-Chief Investment Officer at Live Oak Private Wealth, Bill Coleman co-chairs the Investment Committee and provides insight and direction to the asset management team. He is also involved in asset alloc  

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Financial
May 27, 2021

Reaping The Benefits Of Patience

If you have been following our firm, you have probably discovered by now that we embrace a unique philosophy when it comes to investing. Partner Connor Keller recently shared a great investment ana ...

Financial
Mar 18, 2021

Humility, Decisions And Risk

As I contemplate the reality of starting my 35th year in the investment business, I’m reminded by the facts from 2020. Every year offers lessons for investors who are open to learning them. The ...

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Film On Rebound; New Horse Enters Race

New soundstages in Wilmington are set to be constructed toward the end of the year – marking activity that appears hasn’t happened since the...


Borrowers Seek Adjustable-rate Perks

During recent years when interest rates were at rock-bottom levels, borrowers have kept adjustable-rate mortgages at arm’s length. But now,...


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