Sequences & Series

Study Sheet

Sequences & Series

Every Topic 9 idea, formula, and worked example on one desk reference

Sequences: Terms, Explicit & Recursive Rules

Concept
What is a Sequence?

A sequence is an ordered list of numbers called terms. We label them with subscripts: a1a_1 (first term), a2a_2 (second term), and in general ana_n (the nnth term). There are two ways to describe the pattern:

  • Explicit rule: a formula for ana_n directly in terms of nn. Plug in nn to get any term instantly. Example: an=2n+1a_n = 2n+1.
  • Recursive rule: a starting term plus a formula that builds each term from the previous one. Example: a1=3, an=an−1+2a_1 = 3,\ a_n = a_{n-1}+2.

An arithmetic sequence adds a constant; a geometric one multiplies by a constant. Both have explicit formulas for the nnth term and for the sum of the first nn terms, and a geometric series with ratio between −1-1 and 11 even has a finite infinite sum. Sigma notation is a compact way to write a sum.

A sequence is a function whose inputs are the counting numbers 1,2,3,…1, 2, 3, \ldots, so its graph is a row of separate dots, not a curve. An explicit rule is that function's formula, which is why it can jump to any term; a recursive rule describes each dot only in terms of the one before, so it must be followed step by step from the start.

Example
Worked Example: Explicit Rule
naₙ1234510
an=n2−1a_n = n^2 - 1: four separate dots, one for each nn.

Find the first four terms of an=n2−1a_n = n^2 - 1.

a1=12−1=0a2=22−1=3a3=32−1=8a4=42−1=15\begin{aligned} a_1 &= 1^2 - 1 = 0\\ a_2 &= 2^2 - 1 = 3\\ a_3 &= 3^2 - 1 = 8\\ a_4 &= 4^2 - 1 = 15 \end{aligned}

The sequence is 0, 3, 8, 15, …0,\ 3,\ 8,\ 15,\ \dots

Side note
Where it goes wrong

Using the infinite-sum formula a1−r\tfrac{a}{1 - r} when ∣r∣≥1|r| \ge 1. The series diverges; the formula gives a meaningless number.

Example
Worked Example: Recursive Rule

Find the first four terms of a1=5, an=an−1+4a_1 = 5,\ a_n = a_{n-1} + 4.

a1=5givena2=a1+4=5+4=9a3=a2+4=9+4=13a4=a3+4=13+4=17\begin{aligned} a_1 &= 5 &&\text{given}\\ a_2 &= a_1 + 4 = 5 + 4 = 9\\ a_3 &= a_2 + 4 = 9 + 4 = 13\\ a_4 &= a_3 + 4 = 13 + 4 = 17 \end{aligned}

The sequence is 5, 9, 13, 17, …5,\ 9,\ 13,\ 17,\ \dots

Tip

Tip. An explicit rule is a shortcut — you can jump straight to a100a_{100}. A recursive rule must climb one step at a time. When a problem asks for a far-off term, look for an explicit formula.

Try it
Try it: both kinds of rule

The sequence 4,7,10,13,…4, 7, 10, 13, \ldots can be described two ways. Write a recursive rule and an explicit rule, and find a50a_{50}.

Show the answer

Recursive: a1=4a_1 = 4, an=an−1+3a_n = a_{n - 1} + 3. Explicit: an=4+3(n−1)=3n+1a_n = 4 + 3(n - 1) = 3n + 1. The explicit rule jumps straight to a50=151a_{50} = 151; the recursive one would need 4949 steps.

Arithmetic Sequences

Concept
Common Difference and the nnth Term

A sequence is arithmetic when each term differs from the one before it by the same amount, the common difference dd. Test it by subtracting: d=a2−a1=a3−a2=⋯d = a_2 - a_1 = a_3 - a_2 = \cdots

 an=a1+(n−1)d \boxed{\,a_n = a_1 + (n-1)d\,}

Here a1a_1 is the first term and dd is the common difference. Note the n−1n-1: to reach the nnth term you take n−1n-1 steps of size dd.

Getting from a1a_1 to ana_n takes n−1n - 1 steps, and each step adds dd: that is the whole formula an=a1+(n−1)da_n = a_1 + (n - 1)d. The dots of an arithmetic sequence therefore lie on a line of slope dd; an arithmetic sequence is a linear function sampled at the whole numbers.

Example
Worked Example: Find a Specific Term
naₙ1234567891051015202530
The dots rise 33 per step, along the line y=3x+2y = 3x + 2; the tenth is 3232.

For 5, 8, 11, 14, …5,\ 8,\ 11,\ 14,\ \dots find a10a_{10}.

d=8−5=3,a1=5a10=a1+(10−1)d=5+9(3)=5+27=32\begin{aligned} d &= 8 - 5 = 3, \qquad a_1 = 5\\ a_{10} &= a_1 + (10-1)d\\ &= 5 + 9(3)\\ &= 5 + 27 = 32 \end{aligned}
Side note
Where it goes wrong

Using nn steps instead of n−1n - 1: a10=5+10⋅3=35a_{10} = 5 + 10 \cdot 3 = 35. From the first term to the tenth there are only 99 steps: 5+27=325 + 27 = 32.

Tip

Remember: arithmetic means ADD. You move from term to term by adding dd (a negative dd means the terms decrease). Do not confuse this with geometric sequences, which multiply.

Try it
Try it: find the rule

An arithmetic sequence has a4=19a_4 = 19 and a10=43a_{10} = 43. Find dd, a1a_1 and a25a_{25}.

Show the answer

From term 44 to term 1010 is 66 steps: 6d=246d = 24, d=4d = 4. Then a1=19−3⋅4=7a_1 = 19 - 3 \cdot 4 = 7 and a25=7+24⋅4=103a_{25} = 7 + 24 \cdot 4 = 103.

Arithmetic Series (Partial Sums)

Concept
Summing an Arithmetic Sequence

A series is the sum of the terms of a sequence. The sum of the first nn terms of an arithmetic sequence is

 Sn=n2 (a1+an) \boxed{\,S_n = \frac{n}{2}\,(a_1 + a_n)\,}

Read it as: (number of terms) ×\times (average of the first and last term). If you do not yet know ana_n, find it first with an=a1+(n−1)da_n = a_1 + (n-1)d.

Write the sum forward and backward and add in columns: 5+325 + 32, 8+298 + 29, 11+2611 + 26, and so on, every pair makes 3737. Ten columns give 10×37=37010 \times 37 = 370, which is twice the sum, so S10=185S_{10} = 185. That is n2(a1+an)\tfrac n2(a_1 + a_n): the number of terms times the average of the first and last.

Example
Worked Example: Sum of the First 10 Terms
each column: 5 + 32 = 37; ten columns = 2 × S₁₀
The terms (shaded) plus the same terms reversed (dashed) fill ten columns of 3737.

Find S10S_{10} for 5, 8, 11, 14, …5,\ 8,\ 11,\ 14,\ \dots From the previous section, a10=32a_{10} = 32.

S10=102 (a1+a10)=5 (5+32)=5(37)=185\begin{aligned} S_{10} &= \frac{10}{2}\,(a_1 + a_{10})\\ &= 5\,(5 + 32)\\ &= 5(37) = 185 \end{aligned}
Side note
Where it goes wrong

Multiplying the last term by the count: "S10=10×32=320S_{10} = 10 \times 32 = 320." That treats every term as 3232. Use the average term, 5+322=18.5\tfrac{5 + 32}{2} = 18.5, times 1010: 185185.

Example
Worked Example: Sum a Known Range

Find 2+4+6+⋯+1002 + 4 + 6 + \cdots + 100 (the first 5050 positive even numbers). Here a1=2a_1 = 2, a50=100a_{50} = 100, n=50n = 50.

S50=502 (2+100)=25 (102)=2550\begin{aligned} S_{50} &= \frac{50}{2}\,(2 + 100)\\ &= 25\,(102) = 2550 \end{aligned}
Try it
Try it: a partial sum

Find the sum of all multiples of 77 from 1414 to 9898.

Show the answer

Terms 14,21,…,9814, 21, \ldots, 98 with d=7d = 7: n=98−147+1=13n = \tfrac{98 - 14}{7} + 1 = 13. S=132(14+98)=132⋅112=728S = \tfrac{13}{2}(14 + 98) = \tfrac{13}{2} \cdot 112 = 728.

Geometric Sequences

Concept
Common Ratio and the nnth Term

A sequence is geometric when each term is a fixed multiple of the one before it, the common ratio rr. Test it by dividing: r=a2a1=a3a2=⋯r = \dfrac{a_2}{a_1} = \dfrac{a_3}{a_2} = \cdots

 an=a1 r n−1 \boxed{\,a_n = a_1\, r^{\,n-1}\,}

Again note the exponent n−1n-1: reaching the nnth term takes n−1n-1 multiplications by rr.

Each step multiplies by rr, and there are n−1n - 1 steps from a1a_1 to ana_n, so an=a1rn−1a_n = a_1 r^{n - 1}. Geometric sequences are exponential functions sampled at whole numbers, which is why their dots curve upward so sharply when r>1r > 1.

Example
Worked Example: Find a Specific Term
naₙ123456750100150
3⋅2n−13 \cdot 2^{n-1}: each dot doubles the last; the seventh is 192192.

For 3, 6, 12, 24, …3,\ 6,\ 12,\ 24,\ \dots find a7a_7.

r=63=2,a1=3a7=a1 r 7−1=3⋅26=3⋅64=192\begin{aligned} r &= \frac{6}{3} = 2, \qquad a_1 = 3\\ a_7 &= a_1\, r^{\,7-1} = 3\cdot 2^{6}\\ &= 3\cdot 64 = 192 \end{aligned}
Side note
Where it goes wrong

Multiplying the base by the first term before raising: a7=(3⋅2)6=66a_7 = (3 \cdot 2)^6 = 6^6. The exponent applies to rr only: 3⋅26=1923 \cdot 2^6 = 192.

Tip

Remember: geometric means MULTIPLY. Move from term to term by multiplying by rr. If ∣r∣>1|r| > 1 the terms grow; if ∣r∣<1|r| < 1 they shrink toward 00; a negative rr makes the signs alternate.

Try it
Try it: find the rule

A geometric sequence has a2=12a_2 = 12 and a5=324a_5 = 324. Find rr, a1a_1 and a6a_6.

Show the answer

Three steps from a2a_2 to a5a_5: r3=32412=27r^3 = \tfrac{324}{12} = 27, so r=3r = 3. a1=123=4a_1 = \tfrac{12}{3} = 4, and a6=324⋅3=972a_6 = 324 \cdot 3 = 972.

Geometric Series (Finite Sums)

Concept
Summing a Finite Geometric Sequence

The sum of the first nn terms of a geometric sequence (with r≠1r \ne 1) is

 Sn=a1 1−r n1−r \boxed{\,S_n = a_1\,\frac{1 - r^{\,n}}{1 - r}\,}

Multiply the sum S=a+ar+⋯+arn−1S = a + ar + \cdots + ar^{n - 1} by rr and every term shifts one place: rS=ar+⋯+arnrS = ar + \cdots + ar^n. Subtracting, all the middle terms cancel, leaving S−rS=a−arnS - rS = a - ar^n, which gives S=a1−rn1−rS = a\tfrac{1 - r^n}{1 - r}. The formula is that one cancellation.

Example
Worked Example: Sum of the First 6 Terms

Find S6S_6 for 3, 6, 12, 24, …3,\ 6,\ 12,\ 24,\ \dots where a1=3a_1 = 3 and r=2r = 2.

S6=a1 1−r61−r=3⋅1−261−2=3⋅1−64−1=3⋅−63−1=3(63)=189\begin{aligned} S_6 &= a_1\,\frac{1 - r^{6}}{1 - r}\\ &= 3\cdot\frac{1 - 2^{6}}{1 - 2}\\ &= 3\cdot\frac{1 - 64}{-1}\\ &= 3\cdot\frac{-63}{-1} = 3(63) = 189 \end{aligned}
Side note
Where it goes wrong

Using rn−1r^{n - 1} in the sum formula: S6=3⋅1−251−2=93S_6 = 3 \cdot \tfrac{1 - 2^5}{1 - 2} = 93. The sum of 66 terms uses r6r^6: 3⋅63=1893 \cdot 63 = 189. Check by adding 3+6+12+24+48+96=1893 + 6 + 12 + 24 + 48 + 96 = 189.

Tip

Watch the signs. When r>1r > 1 both 1−rn1 - r^n and 1−r1 - r are negative, and the negatives cancel to give a positive sum. Compute the exponent rnr^n before subtracting.

Try it
Try it: a finite sum

Find 1+3+9+⋯+371 + 3 + 9 + \cdots + 3^7.

Show the answer

a1=1a_1 = 1, r=3r = 3, and there are 88 terms (303^0 through 373^7). S8=1−381−3=1−6561−2=3280S_8 = \tfrac{1 - 3^8}{1 - 3} = \tfrac{1 - 6561}{-2} = 3280.

Infinite Geometric Series

Concept
When Does an Infinite Sum Exist?

An infinite geometric series a1+a1r+a1r2+⋯a_1 + a_1 r + a_1 r^2 + \cdots converges (adds up to a finite number) exactly when

∣r∣<1.|r| < 1.

In that case rn→0r^n \to 0 as nn grows, and the finite formula collapses to

 S=a11−r (∣r∣<1).\boxed{\,S = \frac{a_1}{1 - r}\,}\qquad(|r| < 1).

If ∣r∣≥1|r| \ge 1 the terms do not shrink, the partial sums run off to infinity, and the series diverges — there is no sum.

When ∣r∣<1|r| < 1 the term rnr^n in the finite formula shrinks toward 00, so the partial sums approach a11−r\tfrac{a_1}{1 - r} and never pass it. The picture for 8+4+2+1+⋯8 + 4 + 2 + 1 + \cdots: each piece fills half of the gap left in a bar of length 1616, so the pieces fill the whole bar without ever overflowing it.

Example
Worked Example: A Convergent Sum
8421total 16: each piece is half of what is left
8+4+2+1+⋯8 + 4 + 2 + 1 + \cdots fills a bar of length 1616.

Find 8+4+2+1+⋯8 + 4 + 2 + 1 + \cdots Here a1=8a_1 = 8 and r=48=12r = \frac{4}{8} = \frac{1}{2}. Since ∣r∣<1|r| < 1, the sum exists.

S=a11−r=81−12=812=16\begin{aligned} S &= \frac{a_1}{1 - r} = \frac{8}{1 - \frac12}\\ &= \frac{8}{\frac12} = 16 \end{aligned}
Side note
Where it goes wrong

Summing a divergent series: 2+6+18+⋯=21−3=−12 + 6 + 18 + \cdots = \tfrac{2}{1 - 3} = -1. A sum of positive terms cannot be negative; since ∣r∣=3≥1|r| = 3 \ge 1 the series has no sum.

Example
Worked Example: A Repeating Decimal

Write 0.7‾=0.7+0.07+0.007+⋯0.\overline{7} = 0.7 + 0.07 + 0.007 + \cdots as a fraction. This is geometric with a1=0.7a_1 = 0.7 and r=0.1r = 0.1.

S=0.71−0.1=0.70.9=79\begin{aligned} S &= \frac{0.7}{1 - 0.1} = \frac{0.7}{0.9} = \frac{7}{9} \end{aligned}
Tip

Always check ∣r∣<1|r| < 1 first. An infinite geometric sum only exists when the ratio is between −1-1 and 11. If ∣r∣≥1|r| \ge 1, the correct answer is “diverges (no sum).”

Try it
Try it: converge or not

Find the sum if it exists: (a) 12−6+3−32+⋯12 - 6 + 3 - \tfrac32 + \cdots; (b) 0.36‾0.\overline{36} as a fraction.

Show the answer

(a) r=−12r = -\tfrac12, ∣r∣<1|r| < 1: S=121+12=8S = \tfrac{12}{1 + \frac12} = 8. (b) 0.36+0.0036+⋯0.36 + 0.0036 + \cdots has a1=0.36a_1 = 0.36, r=0.01r = 0.01: 0.360.99=3699=411\tfrac{0.36}{0.99} = \tfrac{36}{99} = \tfrac{4}{11}.

Summation (Sigma) Notation

Concept
Reading and Writing Σ\Sigma

The Greek capital sigma ∑\sum is shorthand for “add these up.”

∑n=1kan=a1+a2+a3+⋯+ak\sum_{n=1}^{k} a_n = a_1 + a_2 + a_3 + \cdots + a_k

The letter nn is the index; it starts at the number written below ∑\sum and climbs by 11 up to the number written above. Substitute each index value into the expression and add the results.

Sigma notation packs a rule and a range into one symbol, so a long sum can be written, and manipulated, without dots. Because addition can be regrouped, sums split: ∑(2n+1)=2∑n+∑1\sum(2n + 1) = 2\sum n + \sum 1, which is how closed formulas are built from simpler ones.

Example
Worked Example: Evaluate a Sum

Evaluate ∑n=14(2n+1)\displaystyle\sum_{n=1}^{4}(2n+1).

=(2⋅1+1)+(2⋅2+1)+(2⋅3+1)+(2⋅4+1)=3+5+7+9=24\begin{aligned} &= (2\cdot1+1) + (2\cdot2+1) + (2\cdot3+1) + (2\cdot4+1)\\ &= 3 + 5 + 7 + 9 = 24 \end{aligned}
Side note
Where it goes wrong

Miscounting terms: ∑n=310\sum_{n=3}^{10} has 10−3+1=810 - 3 + 1 = 8 terms, not 77. Both endpoints are included.

Example
Worked Example: Write in Sigma Notation

Write 3+6+9+12+153 + 6 + 9 + 12 + 15 using sigma notation. Each term is 3n3n for n=1n = 1 to 55:

3+6+9+12+15=∑n=153n3 + 6 + 9 + 12 + 15 = \sum_{n=1}^{5} 3n
Tip

Tip. If the index starts somewhere other than 11 (say n=3n=3), substitute exactly those values — do not restart at 11. And a constant like ∑k=153\sum_{k=1}^{5} 3 just adds that constant once per index value: 5×3=155 \times 3 = 15.

Try it
Try it: evaluate

Evaluate ∑k=120(3k−2)\displaystyle\sum_{k=1}^{20}(3k - 2) and ∑j=042j\displaystyle\sum_{j=0}^{4} 2^j.

Show the answer

Arithmetic with a1=1a_1 = 1, a20=58a_{20} = 58: 202(1+58)=590\tfrac{20}{2}(1 + 58) = 590. Geometric: 1+2+4+8+16=31=25−11 + 2 + 4 + 8 + 16 = 31 = 2^5 - 1.

Applications

Concept
Choosing the Right Model

Real-world patterns are often sequences or series. Decide which type first:

  • Repeated adding (a fixed raise, a fixed monthly deposit) ⇒\Rightarrow arithmetic.
  • Repeated multiplying (a percent growth or decay, compound interest, a ball rebounding to a fraction of its height) ⇒\Rightarrow geometric.
  • “How high is the nnth bounce?” or “salary in year nn?” asks for a single term. “Total distance” or “total earned” asks for a series (sum).

Recognizing the pattern is the whole job: a fixed amount added each period (a raise of $2000\$2000 a year, seats added per row) is arithmetic; a fixed percentage (interest, depreciation, a bouncing ball's rebound) is geometric. The same situation's total uses the matching series formula.

Example
Worked Example: Depreciation (Geometric Term)

A machine worth $50,000 loses 20%20\% of its value each year, so it keeps 80%80\%: r=0.8r = 0.8. Find its value after 55 years, i.e. the term an=50000 (0.8)na_n = 50000\,(0.8)^{n} at n=5n = 5.

a5=50000 (0.8)5=50000 (0.32768)=$16,384\begin{aligned} a_5 &= 50000\,(0.8)^{5}\\ &= 50000\,(0.32768)\\ &= \$16{,}384 \end{aligned}
Side note
Where it goes wrong

Modeling a percentage raise as arithmetic: a $40,000\$40{,}000 salary rising 3%3\% a year does not add $1200\$1200 every year; each raise is 3%3\% of the current salary, so year nn pays 40,000(1.03)n−140{,}000(1.03)^{n - 1}.

Example
Worked Example: Bouncing Ball (Infinite Series)

A ball dropped from 1010 m rebounds to 60%60\% of its previous height. Find the total vertical distance it travels before resting. It falls 1010 m, then each rebound goes up and back down. The rebound heights 6,3.6,2.16,…6, 3.6, 2.16, \dots are geometric with a1=6a_1 = 6, r=0.6r = 0.6.

rebound sum=61−0.6=60.4=15 mtotal=10+2(15)=40 m\begin{aligned} \text{rebound sum} &= \frac{6}{1 - 0.6} = \frac{6}{0.4} = 15\ \text{m}\\ \text{total} &= 10 + 2(15) = 40\ \text{m} \end{aligned}

The factor of 22 counts each rebound up and down; the initial 1010 m drop is counted once.

Example
Worked Example: Salary Raises (Arithmetic Series)

You start at $35,000 and receive a $1,500 raise each year. Total earned over 1010 years? Arithmetic with a1=35000a_1 = 35000, d=1500d = 1500.

a10=35000+(10−1)(1500)=35000+13500=48500S10=102 (35000+48500)=5 (83500)=$417,500\begin{aligned} a_{10} &= 35000 + (10-1)(1500) = 35000 + 13500 = 48500\\ S_{10} &= \frac{10}{2}\,(35000 + 48500)\\ &= 5\,(83500) = \$417{,}500 \end{aligned}
Try it
Try it: a bouncing ball

A ball dropped from 1010 m rebounds to 60%60\% of each height. What total vertical distance does it travel?

Show the answer

Down 1010; then each rebound goes up and comes back down. Rebound heights 6,3.6,…6, 3.6, \ldots sum to 61−0.6=15\tfrac{6}{1 - 0.6} = 15. Total: 10+2⋅15=4010 + 2 \cdot 15 = 40 m.

Going Deeper: Advanced Sequences & Series

Concept
Telescoping Sums

A sum telescopes when each term splits into two pieces that cancel against neighbors, leaving only the very first and very last. The trick is partial fractions: rewrite the general term as a difference bk−bk+1b_k - b_{k+1}. Then

∑k=1n(bk−bk+1)=b1−bn+1,\sum_{k=1}^{n}\bigl(b_k - b_{k+1}\bigr) = b_1 - b_{n+1},

because every interior piece appears once with a ++ and once with a −-. The classic case:

1k(k+1)=1k−1k+1.\frac{1}{k(k+1)} = \frac{1}{k} - \frac{1}{k+1}.
Example
Worked Example: A Telescoping Sum

Evaluate ∑k=1n1k(k+1)\displaystyle\sum_{k=1}^{n}\frac{1}{k(k+1)}, then take n→∞n \to \infty. Split each term with partial fractions:

∑k=1n1k(k+1)=∑k=1n(1k−1k+1)=(1−12)+(12−13)+⋯+(1n−1n+1)=1−1n+1.\begin{aligned} \sum_{k=1}^{n}\frac{1}{k(k+1)} &= \sum_{k=1}^{n}\left(\frac{1}{k} - \frac{1}{k+1}\right)\\ &= \left(1 - \tfrac12\right) + \left(\tfrac12 - \tfrac13\right) + \cdots + \left(\tfrac1n - \tfrac{1}{n+1}\right)\\ &= 1 - \frac{1}{n+1}. \end{aligned}

As n→∞n \to \infty, 1n+1→0\dfrac{1}{n+1} \to 0, so the infinite sum equals 1\boxed{1}.

Concept
Power Sums and the Cube Identity

Three closed forms let you sum powers of the first nn whole numbers without adding term by term:

∑k=1nk=n(n+1)2,∑k=1nk2=n(n+1)(2n+1)6,∑k=1nk3=(n(n+1)2) ⁣2.\begin{aligned} \sum_{k=1}^{n} k &= \frac{n(n+1)}{2},\\ \sum_{k=1}^{n} k^2 &= \frac{n(n+1)(2n+1)}{6},\\ \sum_{k=1}^{n} k^3 &= \left(\frac{n(n+1)}{2}\right)^{\!2}. \end{aligned}

The last line hides a beautiful identity: the sum of the first nn cubes is the square of the sum of the first nn whole numbers,

 ∑k=1nk3=(∑k=1nk) ⁣2 .\boxed{\ \sum_{k=1}^{n} k^3 = \left(\sum_{k=1}^{n} k\right)^{\!2}\ }.

For example 1+8+27+64=100=(1+2+3+4)2=1021 + 8 + 27 + 64 = 100 = (1+2+3+4)^2 = 10^2.

Tip

Break sums apart. A sum like ∑(3k2−5k+2)\sum(3k^2 - 5k + 2) splits by linearity: 3∑k2−5∑k+∑23\sum k^2 - 5\sum k + \sum 2. Handle each power sum with its own formula, remembering ∑k=1nc=cn\sum_{k=1}^{n} c = cn for a constant.

Example
Worked Example: Arithmetic–Geometric Sum ∑k rk\sum k\,r^k

Terms like k rkk\,r^k mix an arithmetic factor (kk) with a geometric one (rkr^k). Evaluate S=∑k=1∞k(12)k\displaystyle S = \sum_{k=1}^{\infty} k\left(\tfrac12\right)^{k} using the shift-and-subtract trick. First check convergence: here r=12r = \tfrac12, and since ∣r∣<1|r| < 1 the sum exists. Write the finite sum Sn=∑k=1nkrkS_n = \sum_{k=1}^{n} k r^k and subtract rSnrS_n:

Sn−rSn=(r+2r2+3r3+⋯+nrn)−(r2+2r3+⋯+nrn+1)(1−r)Sn=r+r2+r3+⋯+rn−nrn+1(1−r)Sn=r(1−rn)1−r−nrn+1.\begin{aligned} S_n - rS_n &= \bigl(r + 2r^2 + 3r^3 + \cdots + nr^n\bigr) - \bigl(r^2 + 2r^3 + \cdots + nr^{n+1}\bigr)\\ (1-r)S_n &= r + r^2 + r^3 + \cdots + r^n - nr^{n+1}\\ (1-r)S_n &= \frac{r\bigl(1 - r^{n}\bigr)}{1 - r} - nr^{n+1}. \end{aligned}

With ∣r∣<1|r| < 1, both rn→0r^n \to 0 and nrn+1→0nr^{n+1} \to 0 as n→∞n \to \infty, leaving the tidy formula

∑k=1∞k rk=r(1−r)2(∣r∣<1).\sum_{k=1}^{\infty} k\,r^k = \frac{r}{(1-r)^2}\qquad(|r| < 1).

Now substitute r=12r = \tfrac12:

S=12(1−12)2=1214=2.\begin{aligned} S &= \frac{\tfrac12}{\left(1 - \tfrac12\right)^2} = \frac{\tfrac12}{\tfrac14} = 2. \end{aligned}

So 12+24+38+416+⋯=2\tfrac12 + \tfrac24 + \tfrac38 + \tfrac{4}{16} + \cdots = \boxed{2}.

Example
Worked Example: Recurrence to a Closed Form

Turn the recursive rule a1=3, an=2an−1+1a_1 = 3,\ a_n = 2a_{n-1} + 1 into an explicit formula. First find the fixed point LL that the constant term wants to settle at, by solving L=2L+1L = 2L + 1, which gives L=−1L = -1. Add 11 to both sides of the recurrence and the “+1+1” disappears:

an+1=2an−1+2=2(an−1+1).\begin{aligned} a_n + 1 &= 2a_{n-1} + 2 = 2\bigl(a_{n-1} + 1\bigr). \end{aligned}

So the shifted sequence bn=an+1b_n = a_n + 1 is geometric with ratio 22 and first term b1=a1+1=4b_1 = a_1 + 1 = 4. Therefore

bn=4⋅2 n−1=2 n+1,an=bn−1=2 n+1−1.\begin{aligned} b_n &= 4 \cdot 2^{\,n-1} = 2^{\,n+1},\\ a_n &= b_n - 1 = 2^{\,n+1} - 1. \end{aligned}

Check: a1=22−1=3a_1 = 2^2 - 1 = 3, a2=23−1=7a_2 = 2^3 - 1 = 7, a3=24−1=15a_3 = 2^4 - 1 = 15. Matches 3,7,15,31,…3, 7, 15, 31, \dots

Concept
Mathematical Induction

Induction proves a statement P(n)P(n) is true for every whole number n≥1n \ge 1 using two steps, like knocking over an infinite line of dominoes:

  • Base case: show P(1)P(1) is true (the first domino falls).
  • Inductive step: assume P(k)P(k) is true (the inductive hypothesis) and use it to prove P(k+1)P(k+1) (each domino knocks over the next).

Together these force P(n)P(n) true for all n≥1n \ge 1.

Example
Worked Example: A Full Induction Proof

Claim. For every integer n≥1n \ge 1, ∑k=1n(2k−1)=n2\displaystyle\sum_{k=1}^{n}(2k-1) = n^2 (the sum of the first nn odd numbers).

Base case (n=1n = 1). The left side is 2(1)−1=12(1) - 1 = 1; the right side is 12=11^2 = 1. They agree, so P(1)P(1) holds.

Inductive step. Assume the formula holds for some n=kn = k; that is, assume

∑i=1k(2i−1)=k2.(inductive hypothesis)\sum_{i=1}^{k}(2i-1) = k^2. \qquad\text{(inductive hypothesis)}

We must show it holds for n=k+1n = k+1, i.e. that the sum equals (k+1)2(k+1)^2. Start from the (k+1)(k+1)-term sum and peel off the last term:

∑i=1k+1(2i−1)=∑i=1k(2i−1)⏟= k2 by hypothesis+(2(k+1)−1)=k2+(2k+1)=k2+2k+1=(k+1)2.\begin{aligned} \sum_{i=1}^{k+1}(2i-1) &= \underbrace{\sum_{i=1}^{k}(2i-1)}_{=\,k^2 \text{ by hypothesis}} + \bigl(2(k+1)-1\bigr)\\ &= k^2 + (2k + 1)\\ &= k^2 + 2k + 1\\ &= (k+1)^2. \end{aligned}

This is exactly P(k+1)P(k+1). By the principle of mathematical induction, the formula holds for all n≥1n \ge 1. ■\blacksquare

Concept
Infinite Geometric Series in Disguise

Many word problems hide a convergent geometric series. The pattern is always the same: identify a1a_1 and rr, confirm ∣r∣<1|r| < 1, then apply S=a11−rS = \dfrac{a_1}{1-r}.

  • Repeating decimals: 0.d‾0.\overline{d} is a geometric series with r=0.1r = 0.1 (or r=0.01r = 0.01 for two repeating digits).
  • Bouncing ball: rebound heights shrink by a fixed fraction rr each bounce.
  • Perpetuity / annuity: a payment made every period, discounted by 11+i\dfrac{1}{1+i} per period, has r=11+i<1r = \dfrac{1}{1+i} < 1 whenever the interest rate i>0i > 0.
Example
Worked Example: Present Value of a Perpetuity (Annuity)

An endowment pays $100 at the end of every year forever, and money is discounted at i=5%i = 5\% per year. Its present value is the sum of all payments discounted back to today:

PV=1001.05+1001.052+1001.053+⋯\text{PV} = \frac{100}{1.05} + \frac{100}{1.05^2} + \frac{100}{1.05^3} + \cdots

This is geometric with a1=1001.05a_1 = \dfrac{100}{1.05} and r=11.05r = \dfrac{1}{1.05}. Since i>0i > 0 we have r<1r < 1, so the sum converges:

PV=a11−r=100/1.051−1/1.05=100/1.05 0.05/1.05 =1000.05=$2000.\begin{aligned} \text{PV} &= \frac{a_1}{1 - r} = \frac{100/1.05}{1 - 1/1.05}\\ &= \frac{100/1.05}{\,0.05/1.05\,}\\ &= \frac{100}{0.05} = \$2000. \end{aligned}

A perpetual stream of $100 per year is worth just $2000 today — a clean shortcut: PV=paymenti\text{PV} = \dfrac{\text{payment}}{i}.

Tip

Advanced pitfalls. (1) For ∑k rk\sum k\,r^k and other infinite sums, always verify ∣r∣<1|r| < 1 before writing a finite answer. (2) Partial fractions only telescope if the pieces truly cancel — write out three terms to confirm. (3) An induction proof is incomplete without both the base case and an inductive step that explicitly uses the hypothesis.

Why It Works

Gauss's trick proves the arithmetic sum: write the sum forwards and backwards and add; each of the nn column pairs equals a1+ana_1 + a_n, so 2S=n(a1+an)2S = n(a_1 + a_n). For a geometric sum, subtract rSrS from SS: everything cancels except the first and last terms, giving S(1−r)=a(1−rn)S(1 - r) = a(1 - r^n). When ∣r∣<1|r| < 1, rn→0r^n \to 0, and the infinite sum is a1−r\tfrac{a}{1 - r} — and for ∣r∣≥1|r| \ge 1 the terms do not shrink, so no total can exist.

Tip
Reading a proof

Do not read a proof the way you read a rule. Cover the last line, ask what the previous line forces, and only then uncover it. If a step feels like magic, that is the step to work by hand with a concrete number.

Formulas, Proofs & Tips

Tip
Arithmetic sequences and series
an=a1+(n−1)d,Sn=n2(a1+an)a_n=a_1+(n-1)d,\qquad S_n=\frac{n}{2}\left(a_1+a_n\right)

What it means. A constant is added each step; the sum is the number of terms times the average of the first and last.

Example. 3,7,11,…3,7,11,\dots: a5=3+4⋅4=19a_5=3+4\cdot 4=19 and S5=52(3+19)=55S_5=\tfrac52(3+19)=55.

Why it works. Getting to the nnth term takes n−1n-1 steps of size dd. For the sum, write SnS_n forwards and backwards and add: every column totals a1+ana_1+a_n, and there are nn columns, giving 2Sn=n(a1+an)2S_n=n(a_1+a_n).

Tip. It is n−1n-1, not nn — the first term takes no steps. Check with n=1n=1.

Tip
Geometric sequences and series
an=a1r n−1,Sn=a11−rn1−r,S∞=a11−r  (∣r∣<1)a_n=a_1r^{\,n-1},\qquad S_n=a_1\frac{1-r^{n}}{1-r},\qquad S_\infty=\frac{a_1}{1-r}\ \ (|r|<1)

What it means. A constant multiplier each step. If the ratio is small enough the infinite sum settles on a finite number.

Example. 2,6,18,…2,6,18,\dots: a4=2⋅33=54a_4=2\cdot 3^3=54 and S4=2⋅34−12=80S_4=2\cdot\tfrac{3^4-1}{2}=80.

Why it works. For the finite sum, subtract rSnrS_n from SnS_n: every middle term cancels, leaving Sn(1−r)=a1(1−rn)S_n(1-r)=a_1(1-r^{n}). When ∣r∣<1|r|<1, rn→0r^{n}\to 0 as nn grows, which collapses the numerator to 11.

Tip. The infinite formula needs ∣r∣<1|r|<1. If ∣r∣≥1|r|\ge 1 the terms do not shrink and the sum diverges.