Arrowhead Wealth Partners Newsletter - April 2024

Arrowhead Wealth Partners Newsletter - April 2024

April 15, 2024

April Already?

Three months into 2024 already? It sure seems like this year is moving by fast! We hope you and your family are well, and things are off to a great start in 2024.

In this newsletter, with summertime approaching, we wanted to share some budget friendly summer vacation ideas for the family in AZ! We also share our recent portfolio updates, upcoming events, and a few family updates from the team at AWP.

The Arrowhead Team

4 Budget-Friendly Summer Travel Ideas for Phoenix, AZ

Summer is fast approaching, and for residents of Phoenix, Arizona, the allure of adventure beckons. Fortunately, you don't need to venture far from the Valley of the Sun to satisfy your wanderlust without breaking the bank. Here are five budget-friendly summer travel ideas tailored specifically for Phoenix locals:

  1. Exploring Arizona's State Parks: Escape the scorching desert heat by exploring Arizona's diverse state parks, all within a short drive from Phoenix. From the cool pine forests of Flagstaff's Walnut Canyon to the majestic red rocks of Sedona's Slide Rock State Park, there's no shortage of natural wonders to discover. Pack a picnic, lace up your hiking boots, and immerse yourself in the breathtaking beauty of Arizona's landscapes, all while staying close to home.
  2. Road Tripping to Nearby Destinations: Hit the road and embark on a budget-friendly road trip to nearby destinations. Whether you head north to the quaint town of Prescott or south to the historic streets of Tucson, there's plenty to see and do within a few hours' drive from Phoenix. Explore charming downtowns, visit local landmarks, and indulge in regional cuisine without breaking the bank on expensive flights or accommodations.
  3. Staycation in Phoenix: Transform your own city into a budget-friendly summer getaway with a staycation in Phoenix. Beat the heat by visiting indoor attractions like museums and art galleries, or cool off at local water parks and splash pads. Take advantage of summer deals at resorts and hotels for a relaxing staycation experience without the hassle of travel.
  4. Volunteering with Local Organizations: Give back to your community while satisfying your wanderlust by volunteering with local organizations in Phoenix. Whether it's helping out at a community garden, participating in a neighborhood cleanup, or volunteering at a local shelter, there are plenty of opportunities to make a difference close to home. Not only is volunteering a budget-friendly way to explore your city, but it also allows you to connect with your community in meaningful ways.

In conclusion, summer travel doesn't have to mean expensive flights or far-flung destinations. For residents of Phoenix, Arizona, there are plenty of budget-friendly summer travel ideas right in your own backyard. Whether you're exploring Arizona's state parks, road tripping to nearby destinations, enjoying a staycation in Phoenix, or volunteering with local organizations, there are endless opportunities for adventure without breaking the bank.

AWP Q1 Portfolio Updates

In case you missed it, you can watch the video below where Cody discusses our recent changes to investment strategies and rational behind those changes.

Arrowhead Wealth Partners - Q1 Portfolio Updates

         AWP Family Updates

Griffin (Cody & Amanda Heins) is getting closer and closer to his first birthday coming up in May. He is crawling, standing, and working on his third tooth! He loves chasing after the dogs and enjoys playing in his new ball pit!

The AWP Family is growing! Jordon & Shea will be welcoming TWO more kids to the family this summer. Liam is gearing up to be the best big brother he can be!



Dylan and Maddie (Lucas and Jillian Christensen) have been keeping plenty busy so far this year. Dylan started a new, full-time job at Gore while still working on his Paralegal program. He is also the proud owner of a new VW Jetta! Maddie is wrapping up her 8th grade year and cheering on her classmates since she made the cheer team at Sonoran Foothills. Go Bobcats!

Arrowhead Wealth Partners was founded to serve the needs of ordinary people who want well-regarded professionals to manage their investments and guide them towards successfully meeting their financial goals.